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 | $501,983 | -8.4% | 11,238 | -4.5% | 0.05% | -10.9% |
| Q2 2023 | $548,210 | -7.4% | 11,769 | -5.8% | 0.06% | -14.1% |
| Q1 2023 | $592,172 | +17.0% | 12,496 | +13.4% | 0.06% | +4.9% |
| Q4 2022 | $506,070 | -0.8% | 11,018 | -0.9% | 0.06% | -16.4% |
| Q3 2022 | $510,000 | -7.1% | 11,115 | -2.7% | 0.07% | -23.2% |
| Q2 2022 | $549,000 | +24.2% | 11,424 | +31.9% | 0.10% | +33.8% |
| Q1 2022 | $442,000 | -8.9% | 8,658 | -3.1% | 0.07% | -7.8% |
| Q4 2021 | $485,000 | +110.0% | 8,934 | +111.1% | 0.08% | +67.4% |
| Q3 2021 | $231,000 | 0.0% | 4,232 | +0.2% | 0.05% | -14.8% |
| Q2 2021 | $231,000 | +862.5% | 4,225 | +830.6% | 0.05% | +671.4% |
| Q1 2021 | $24,000 | +14.3% | 454 | +22.4% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | – | 371 | – | 0.01% | – |
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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% |