J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 35 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 582,555 | $26,727,000 | 12.17% |
| AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
| Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
| Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
| Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
| COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
| Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
| Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
| Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
| CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |