J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 33 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,234,226 | -44.7% | 27,630 | -40.0% | 0.06% | +12.2% |
| Q2 2023 | $2,230,240 | +92.2% | 46,034 | +99.6% | 0.05% | -3.9% |
| Q1 2023 | $1,160,469 | +91131.8% | 23,064 | -5.3% | 0.05% | +50.0% |
| Q4 2022 | $1,272 | -99.9% | 24,365 | -11.5% | 0.03% | -8.1% |
| Q3 2022 | $1,434,000 | +20.7% | 27,539 | +21.9% | 0.04% | 0.0% |
| Q2 2022 | $1,188,000 | -43.5% | 22,598 | -42.9% | 0.04% | +42.3% |
| Q1 2022 | $2,101,000 | +182.8% | 39,571 | +211.7% | 0.03% | +73.3% |
| Q4 2021 | $743,000 | – | 12,695 | – | 0.02% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 452,958 | $24,677,000 | 6.32% |
| Capital Planning LLC | 108,268 | $5,898,000 | 2.41% |
| Daniels&Tansey,LLP | 67,327 | $3,668,000 | 1.27% |
| Hotaling Investment Management, LLC | 52,672 | $2,870,000 | 1.19% |
| Delta Investment Management, LLC | 31,096 | $1,694,000 | 0.53% |
| Apollon Wealth Management, LLC | 27,599 | $1,504,000 | 0.21% |
| Foresight Wealth Management, LLC | 18,120 | $987,000 | 0.20% |
| MASSMUTUAL TRUST CO FSB/ADV | 45,658 | $2,487,000 | 0.10% |
| Fragasso Group Inc. | 13,263 | $723,000 | 0.10% |
| HighTower Advisors, LLC | 338,527 | $18,451,000 | 0.05% |