J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 28 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,372,023 | -3.4% | 29,455 | -1.8% | 0.38% | -7.6% |
| Q1 2023 | $1,420,887 | -1.3% | 29,983 | -4.3% | 0.41% | -12.7% |
| Q4 2022 | $1,439,216 | -12.6% | 31,335 | -12.7% | 0.47% | -34.6% |
| Q3 2022 | $1,647,000 | -2.7% | 35,905 | +2.0% | 0.71% | -7.8% |
| Q2 2022 | $1,692,000 | +2.6% | 35,215 | +9.1% | 0.77% | +57.9% |
| Q1 2022 | $1,649,000 | -7.3% | 32,289 | -1.5% | 0.49% | -4.5% |
| Q4 2021 | $1,779,000 | +5.0% | 32,777 | +5.4% | 0.51% | -3.8% |
| Q3 2021 | $1,694,000 | -1.3% | 31,096 | -0.9% | 0.53% | +4.3% |
| Q2 2021 | $1,717,000 | -46.9% | 31,365 | -47.8% | 0.51% | -50.4% |
| Q1 2021 | $3,235,000 | +95.5% | 60,042 | +102.2% | 1.03% | +93.8% |
| Q4 2020 | $1,655,000 | – | 29,700 | – | 0.53% | – |
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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% |