J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 144 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,067,491 | +2.0% | 66,210 | +0.8% | 0.35% | +6.1% |
| Q1 2024 | $3,006,715 | -63.2% | 65,706 | -62.2% | 0.33% | -66.7% |
| Q4 2023 | $8,175,337 | -4.6% | 173,629 | -9.5% | 0.99% | -12.5% |
| Q3 2023 | $8,571,773 | -54.3% | 191,891 | -52.4% | 1.13% | -52.7% |
| Q2 2023 | $18,766,718 | +57.4% | 402,892 | +60.1% | 2.38% | +49.7% |
| Q1 2023 | $11,923,062 | +0.9% | 251,594 | -2.2% | 1.59% | -10.4% |
| Q4 2022 | $11,811,403 | – | 257,161 | – | 1.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 505,412 | $24,280,000 | 10.41% |
| Landmark Wealth Management, LLC | 148,289 | $7,124,000 | 9.10% |
| Integrity Advisory, LLC | 174,638 | $8,390,000 | 8.22% |
| Peterson Wealth Advisors, LLC | 426,706 | $20,499,000 | 6.76% |
| COOPER/HAIMS ADVISORS, LLC | 201,036 | $9,658,000 | 6.34% |
| Legacy CG, LLC | 188,596 | $9,060,000 | 6.24% |
| Prestige Wealth Management Group LLC | 475,538 | $22,845,000 | 6.20% |
| Castleview Partners, LLC | 86,237 | $4,319,613,000 | 3.44% |
| CGN Advisors LLC | 112,308 | $5,395,000 | 1.52% |
| LEO BROKERAGE, LLC | 115,955 | $5,570,000 | 1.50% |