J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 4 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 582,555 | $26,727,000 | 12.17% |
| AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
| Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
| Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
| Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
| COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
| Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
| Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
| Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
| CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |