J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 71 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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 | 582,555 | $26,727,000 | 12.17% |
AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |