J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 91 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,288,196 | +434.8% | 140,770 | +457.7% | 0.02% | +466.7% |
| Q2 2023 | $1,175,819 | -21.9% | 25,243 | -20.5% | 0.00% | -25.0% |
| Q1 2023 | $1,504,633 | +267152.8% | 31,750 | +159.0% | 0.00% | +300.0% |
| Q4 2022 | $563 | -100.0% | 12,258 | -70.7% | 0.00% | -83.3% |
| Q3 2021 | $2,279,000 | +2.0% | 41,824 | +2.5% | 0.01% | 0.0% |
| Q2 2021 | $2,234,000 | +6.1% | 40,802 | +4.4% | 0.01% | 0.0% |
| Q1 2021 | $2,106,000 | -9.1% | 39,096 | -5.9% | 0.01% | -14.3% |
| Q4 2020 | $2,317,000 | – | 41,555 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 582,555 | $26,727,000 | 12.17% |
| AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
| Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
| Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
| Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
| COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
| Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
| Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
| Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
| CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |