J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 232 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,241,952 | -0.3% | 133,091 | -0.8% | 0.19% | -6.5% |
| Q1 2024 | $6,260,583 | +5.3% | 134,218 | +6.3% | 0.20% | -2.9% |
| Q4 2023 | $5,947,596 | +85.4% | 126,316 | +75.9% | 0.21% | +65.6% |
| Q3 2023 | $3,207,927 | +306.6% | 71,814 | +398.2% | 0.12% | +166.0% |
| Q2 2021 | $789,000 | -33.4% | 14,415 | -34.5% | 0.05% | -42.0% |
| Q1 2021 | $1,185,000 | +52.7% | 22,000 | +58.0% | 0.08% | +39.7% |
| Q4 2020 | $776,000 | +14.0% | 13,928 | +13.9% | 0.06% | -1.7% |
| Q3 2020 | $681,000 | +9.0% | 12,226 | +7.9% | 0.06% | -3.3% |
| Q2 2020 | $625,000 | +40.1% | 11,326 | +37.5% | 0.06% | 0.0% |
| Q1 2020 | $446,000 | +6.4% | 8,239 | +3.5% | 0.06% | +35.6% |
| Q4 2019 | $419,000 | +63.7% | 7,958 | +65.8% | 0.04% | +32.4% |
| Q3 2019 | $256,000 | – | 4,800 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 1,432,676 | $66,375,902 | 20.82% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 821,037 | $38,038,645 | 18.60% |
| AllGen Financial Advisors, Inc. | 1,023,890 | $47,436,829 | 17.99% |
| D.B. Root & Company, LLC | 1,047,764 | $48,542,921 | 16.56% |
| Wiser Wealth Management, Inc | 911,455 | $42,227,721 | 13.07% |
| Forum Private Client Group LLC | 466,502 | $21,613,060 | 10.27% |
| Harbor Group, Inc. | 810,901 | $37,569,027 | 9.62% |
| Financial Connections Group, Inc. | 392,835 | $18,200 | 9.44% |
| SENTINEL PENSION ADVISORS INC. | 944,915 | $43,777,933 | 9.08% |
| Legacy Wealth Management, Inc | 2,663,400 | $123,395,325 | 8.93% |