J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 155 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. 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 ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 170,299 | $66,876,798 | 23.17% |
| AllGen Financial Advisors, Inc. | 723,483 | $32,317,982 | 22.98% |
| D.B. Root & Company, LLC | 806,559 | $36,029,012 | 14.04% |
| Grant Street Asset Management, Inc. | 697,130 | $31,140,790 | 12.51% |
| Legacy Wealth Management, Inc | 2,248,626 | $100,446,116 | 8.78% |
| Roof Eidam Maycock Peralta, LLC | 365,250 | $16,315,718 | 5.37% |
| Financial Futures Ltd Liability Co. | 144,436 | $6,451,942 | 5.27% |
| Financial Planning & Information Services, Inc. | 618,701 | $27,637,374 | 5.14% |
| Peterson Wealth Advisors, LLC | 364,757 | $16,293,696 | 4.38% |
| Garden State Investment Advisory Services LLC | 197,487 | $8,821,867 | 4.06% |