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 | $15,120,170 | +1974.2% | 338,486 | +2062.8% | 0.41% | +2323.5% |
| Q2 2023 | $728,977 | -28.4% | 15,650 | -27.2% | 0.02% | -37.0% |
| Q1 2023 | $1,018,782 | -3.2% | 21,498 | -6.2% | 0.03% | -15.6% |
| Q4 2022 | $1,052,578 | -14.4% | 22,917 | -14.4% | 0.03% | +6.7% |
| Q3 2022 | $1,229,000 | +10.5% | 26,778 | +15.7% | 0.03% | +3.4% |
| Q2 2022 | $1,112,000 | – | 23,147 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 649,891 | $30,798,316 | 21.50% |
| D.B. Root & Company, LLC | 712,531 | $33,766,868 | 13.29% |
| Legacy Wealth Management, Inc | 2,014,359 | $95,460,480 | 8.54% |
| Bond & Devick Financial Network, Inc. | 216,707 | $10,269,745 | 6.55% |
| Roof Eidam Maycock Peralta, LLC | 300,310 | $14,231,691 | 5.23% |
| Peterson Wealth Advisors, LLC | 385,724 | $18,279,479 | 5.03% |
| Financial Planning & Information Services, Inc. | 405,903 | $19,235,743 | 3.73% |
| Landmark Wealth Management, LLC | 130,196 | $6,170 | 3.43% |
| Forum Private Client Group LLC | 97,164 | $4,604,599 | 2.91% |
| TCG Advisory Services, LLC | 257,542 | $12,204,894 | 2.52% |