J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 155 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,381,726 | +4.5% | 187,637 | +9.0% | 0.90% | -11.7% |
| Q2 2023 | $8,021,516 | -0.2% | 172,209 | +1.5% | 1.02% | +16.4% |
| Q1 2023 | $8,040,287 | -17.0% | 169,662 | -19.6% | 0.87% | -20.6% |
| Q4 2022 | $9,686,931 | -17.9% | 210,906 | -18.0% | 1.10% | -16.2% |
| Q3 2022 | $11,800,000 | -4.1% | 257,200 | +0.4% | 1.31% | +1.2% |
| Q2 2022 | $12,302,000 | +159.0% | 256,068 | +175.4% | 1.30% | +189.7% |
| Q1 2022 | $4,749,000 | -5.4% | 92,990 | +0.5% | 0.45% | -3.0% |
| Q4 2021 | $5,022,000 | – | 92,532 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 444,932 | $22,722,000 | 8.46% |
| Integrity Advisory, LLC | 130,017 | $6,640,000 | 6.52% |
| Landmark Wealth Management, LLC | 351,378 | $184,661,000 | 6.19% |
| Prestige Wealth Management Group LLC | 485,212 | $24,779,000 | 6.10% |
| Capital Planning LLC | 112,696 | $5,755,000 | 2.24% |
| LEO BROKERAGE, LLC | 207,160 | $10,579,000 | 1.68% |
| CGN Advisors LLC | 104,224 | $5,323,000 | 1.33% |
| Hotaling Investment Management, LLC | 57,877 | $2,956,000 | 1.14% |
| Daniels&Tansey,LLP | 42,313 | $2,160,000 | 0.73% |
| Apollon Wealth Management, LLC | 145,443 | $7,428,000 | 0.53% |