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 | $24,994,920 | +34.6% | 559,546 | +40.3% | 1.82% | +157.0% |
| Q2 2023 | $18,574,101 | -5.4% | 398,757 | -3.8% | 0.71% | -16.9% |
| Q1 2023 | $19,640,312 | +62.8% | 414,440 | +57.8% | 0.85% | +44.7% |
| Q4 2022 | $12,063,652 | +48.7% | 262,653 | +48.5% | 0.59% | +30.1% |
| Q3 2022 | $8,113,000 | +34.0% | 176,834 | +40.4% | 0.45% | +30.6% |
| Q2 2022 | $6,053,000 | +16.8% | 125,991 | +24.2% | 0.35% | +18.1% |
| Q1 2022 | $5,181,000 | +393.4% | 101,461 | +424.4% | 0.29% | +396.6% |
| Q4 2021 | $1,050,000 | +219.1% | 19,349 | +220.7% | 0.06% | +168.2% |
| Q3 2021 | $329,000 | – | 6,033 | – | 0.02% | – |
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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% |