J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 14 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $623,478 | -1.7% | 13,385 | +0.0% | 0.07% | -6.9% |
| Q1 2023 | $634,259 | +2.2% | 13,384 | -0.9% | 0.07% | +2.9% |
| Q4 2022 | $620,310 | +0.9% | 13,506 | +0.8% | 0.07% | -19.5% |
| Q3 2022 | $615,000 | -3.5% | 13,402 | +1.0% | 0.09% | +1.2% |
| Q2 2022 | $637,000 | -5.9% | 13,263 | 0.0% | 0.09% | +7.5% |
| Q1 2022 | $677,000 | -6.0% | 13,263 | 0.0% | 0.08% | -5.9% |
| Q4 2021 | $720,000 | -0.4% | 13,263 | 0.0% | 0.08% | -11.5% |
| Q3 2021 | $723,000 | -0.4% | 13,263 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $726,000 | +1.5% | 13,263 | 0.0% | 0.10% | -3.0% |
| Q1 2021 | $715,000 | +118.7% | 13,263 | +125.9% | 0.10% | +104.1% |
| Q4 2020 | $327,000 | 0.0% | 5,872 | 0.0% | 0.05% | -10.9% |
| Q3 2020 | $327,000 | +16.8% | 5,872 | +18.0% | 0.06% | +14.6% |
| Q2 2020 | $280,000 | +3.7% | 4,977 | 0.0% | 0.05% | -21.3% |
| Q1 2020 | $270,000 | +5.5% | 4,977 | +2.3% | 0.06% | +41.9% |
| Q4 2019 | $256,000 | +3.6% | 4,866 | +5.3% | 0.04% | -6.5% |
| Q3 2019 | $247,000 | – | 4,621 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 170,299 | $66,876,798 | 23.17% |
| AllGen Financial Advisors, Inc. | 723,483 | $32,317,982 | 22.98% |
| D.B. Root & Company, LLC | 806,559 | $36,029,012 | 14.04% |
| Grant Street Asset Management, Inc. | 697,130 | $31,140,790 | 12.51% |
| Legacy Wealth Management, Inc | 2,248,626 | $100,446,116 | 8.78% |
| Roof Eidam Maycock Peralta, LLC | 365,250 | $16,315,718 | 5.37% |
| Financial Futures Ltd Liability Co. | 144,436 | $6,451,942 | 5.27% |
| Financial Planning & Information Services, Inc. | 618,701 | $27,637,374 | 5.14% |
| Peterson Wealth Advisors, LLC | 364,757 | $16,293,696 | 4.38% |
| Garden State Investment Advisory Services LLC | 197,487 | $8,821,867 | 4.06% |