J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 458,795 | $25,578,000 | 7.01% |
| Capital Planning LLC | 90,940 | $5,079,000 | 2.38% |
| Hotaling Investment Management, LLC | 52,013 | $2,900,000 | 1.35% |
| Delta Investment Management, LLC | 29,700 | $1,655,000 | 0.53% |
| Foresight Wealth Management, LLC | 18,688 | $1,042,000 | 0.28% |
| MASSMUTUAL TRUST CO FSB/ADV | 37,858 | $2,111,000 | 0.11% |
| J.W. COLE ADVISORS, INC. | 14,174 | $790,000 | 0.08% |
| HighTower Advisors, LLC | 294,708 | $16,425,000 | 0.07% |
| Mutual Advisors, LLC | 13,928 | $776,000 | 0.06% |
| Fragasso Group Inc. | 5,872 | $327,000 | 0.05% |