J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 28 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,087,253 | +14.4% | 203,421 | +18.5% | 0.01% | -7.1% |
| Q2 2023 | $7,945,865 | +157.4% | 171,685 | +163.6% | 0.01% | +133.3% |
| Q1 2023 | $3,087,192 | +41.6% | 65,126 | +37.2% | 0.01% | +50.0% |
| Q4 2022 | $2,180,000 | +72.9% | 47,470 | +72.8% | 0.00% | +33.3% |
| Q3 2022 | $1,261,000 | +28.3% | 27,478 | +34.3% | 0.00% | +50.0% |
| Q2 2022 | $983,000 | +258.8% | 20,458 | +281.5% | 0.00% | +100.0% |
| Q1 2022 | $274,000 | -14.6% | 5,362 | -9.0% | 0.00% | 0.0% |
| Q4 2021 | $321,000 | +34.9% | 5,895 | +35.1% | 0.00% | – |
| Q3 2021 | $238,000 | -10.5% | 4,365 | -10.5% | 0.00% | -100.0% |
| Q2 2021 | $266,000 | +77.3% | 4,875 | +74.0% | 0.00% | – |
| Q1 2021 | $150,000 | -78.8% | 2,801 | -78.0% | 0.00% | -100.0% |
| Q4 2020 | $709,000 | +180.2% | 12,719 | +179.8% | 0.00% | +100.0% |
| Q3 2020 | $253,000 | +251.4% | 4,546 | +249.7% | 0.00% | – |
| Q2 2020 | $72,000 | +166.7% | 1,300 | +160.0% | 0.00% | – |
| Q1 2020 | $27,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 444,932 | $22,722,000 | 8.46% |
| Integrity Advisory, LLC | 130,017 | $6,640,000 | 6.52% |
| Landmark Wealth Management, LLC | 351,378 | $184,661,000 | 6.19% |
| Prestige Wealth Management Group LLC | 485,212 | $24,779,000 | 6.10% |
| Capital Planning LLC | 112,696 | $5,755,000 | 2.24% |
| LEO BROKERAGE, LLC | 207,160 | $10,579,000 | 1.68% |
| CGN Advisors LLC | 104,224 | $5,323,000 | 1.33% |
| Hotaling Investment Management, LLC | 57,877 | $2,956,000 | 1.14% |
| Daniels&Tansey,LLP | 42,313 | $2,160,000 | 0.73% |
| Apollon Wealth Management, LLC | 145,443 | $7,428,000 | 0.53% |