J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 155 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Prestige Wealth Management Group LLC | 458,795 | $25,578,000 | 7.01% |
| Capital Planning LLC | 90,940 | $5,079,000 | 2.38% |
| Hotaling Investment Management, LLC | 52,013 | $2,900,000 | 1.35% |
| Delta Investment Management, LLC | 29,700 | $1,655,000 | 0.53% |
| Foresight Wealth Management, LLC | 18,688 | $1,042,000 | 0.28% |
| MASSMUTUAL TRUST CO FSB/ADV | 37,858 | $2,111,000 | 0.11% |
| J.W. COLE ADVISORS, INC. | 14,174 | $790,000 | 0.08% |
| HighTower Advisors, LLC | 294,708 | $16,425,000 | 0.07% |
| Mutual Advisors, LLC | 13,928 | $776,000 | 0.06% |
| Fragasso Group Inc. | 5,872 | $327,000 | 0.05% |