J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 252 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $13,172,437 | +0.5% | 284,318 | +1.2% | 3.75% | -2.4% |
Q1 2024 | $13,110,523 | +11.9% | 281,070 | +13.0% | 3.84% | +4.0% |
Q4 2023 | $11,715,012 | +2.3% | 248,806 | -3.0% | 3.69% | -6.7% |
Q3 2023 | $11,454,827 | +42.8% | 256,432 | +48.9% | 3.96% | +41.1% |
Q2 2023 | $8,021,137 | – | 172,201 | – | 2.80% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AllGen Financial Advisors, Inc. | 953,798 | $44,909,563 | 23.36% |
VOISARD ASSET MANAGEMENT GROUP, INC. | 766,871 | $36,108,123 | 21.73% |
D.B. Root & Company, LLC | 820,297 | $38,623,709 | 14.00% |
Grant Street Asset Management, Inc. | 753,071 | $35,458,366 | 12.56% |
Harbor Group, Inc. | 735,516 | $34,631,775 | 9.92% |
Legacy Wealth Management, Inc | 2,316,105 | $109,053,828 | 8.64% |
Forum Private Client Group LLC | 349,462 | $16,454,434 | 8.59% |
COOPER/HAIMS ADVISORS, LLC | 318,579 | $15,000,309 | 8.50% |
FMA Wealth Management, LLC | 197,134 | $9,281,758 | 8.46% |
Cedar Point Capital Partners, LLC | 170,184 | $8,013,111 | 6.63% |