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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 649,891 | $30,798,316 | 21.50% |
| D.B. Root & Company, LLC | 712,531 | $33,766,868 | 13.29% |
| Legacy Wealth Management, Inc | 2,014,359 | $95,460,480 | 8.54% |
| Bond & Devick Financial Network, Inc. | 216,707 | $10,269,745 | 6.55% |
| Roof Eidam Maycock Peralta, LLC | 300,310 | $14,231,691 | 5.23% |
| Peterson Wealth Advisors, LLC | 385,724 | $18,279,479 | 5.03% |
| Financial Planning & Information Services, Inc. | 405,903 | $19,235,743 | 3.73% |
| Landmark Wealth Management, LLC | 130,196 | $6,170 | 3.43% |
| Forum Private Client Group LLC | 97,164 | $4,604,599 | 2.91% |
| TCG Advisory Services, LLC | 257,542 | $12,204,894 | 2.52% |