J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 34 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,590 | +168.3% | 505,701 | +179.7% | 1.26% | +168.6% |
| Q2 2023 | $8,421 | +1.7% | 180,780 | +3.5% | 0.47% | -1.1% |
| Q1 2023 | $8,278 | -2.7% | 174,681 | -5.7% | 0.47% | -8.9% |
| Q4 2022 | $8,511 | -97.1% | 185,306 | +2749.5% | 0.52% | +2371.4% |
| Q3 2022 | $298,000 | +3.5% | 6,503 | +8.6% | 0.02% | +5.0% |
| Q2 2022 | $288,000 | -5.6% | 5,987 | +0.3% | 0.02% | +5.3% |
| Q1 2022 | $305,000 | +5.5% | 5,971 | +12.3% | 0.02% | +5.6% |
| Q4 2021 | $289,000 | -2.4% | 5,317 | -2.0% | 0.02% | -5.3% |
| Q3 2021 | $296,000 | -4.5% | 5,426 | -4.2% | 0.02% | -9.5% |
| Q2 2021 | $310,000 | +54.2% | 5,666 | +51.9% | 0.02% | +50.0% |
| Q1 2021 | $201,000 | +168.0% | 3,729 | +178.3% | 0.01% | +100.0% |
| Q4 2020 | $75,000 | +50.0% | 1,340 | +48.6% | 0.01% | +40.0% |
| Q3 2020 | $50,000 | +11.1% | 902 | +11.5% | 0.01% | 0.0% |
| Q2 2020 | $45,000 | +2.3% | 809 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $44,000 | – | 805 | – | 0.01% | – |
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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% |