J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 42 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 452,958 | $24,677,000 | 6.32% |
| Capital Planning LLC | 108,268 | $5,898,000 | 2.41% |
| Daniels&Tansey,LLP | 67,327 | $3,668,000 | 1.27% |
| Hotaling Investment Management, LLC | 52,672 | $2,870,000 | 1.19% |
| Delta Investment Management, LLC | 31,096 | $1,694,000 | 0.53% |
| Apollon Wealth Management, LLC | 27,599 | $1,504,000 | 0.21% |
| Foresight Wealth Management, LLC | 18,120 | $987,000 | 0.20% |
| MASSMUTUAL TRUST CO FSB/ADV | 45,658 | $2,487,000 | 0.10% |
| Fragasso Group Inc. | 13,263 | $723,000 | 0.10% |
| HighTower Advisors, LLC | 338,527 | $18,451,000 | 0.05% |