J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 112 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |