J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 42 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,950 | -99.9% | 42,458 | -28.8% | 0.88% | -32.8% |
| Q3 2022 | $2,737,000 | -4.2% | 59,662 | +0.3% | 1.31% | +5.8% |
| Q2 2022 | $2,858,000 | -3.3% | 59,502 | +2.8% | 1.24% | +9.2% |
| Q1 2022 | $2,956,000 | +1.5% | 57,877 | +7.9% | 1.14% | +12.4% |
| Q4 2021 | $2,912,000 | +1.5% | 53,654 | +1.9% | 1.01% | -15.3% |
| Q3 2021 | $2,870,000 | -2.7% | 52,672 | -2.3% | 1.19% | -0.6% |
| Q2 2021 | $2,951,000 | +0.2% | 53,902 | -1.4% | 1.20% | -9.3% |
| Q1 2021 | $2,946,000 | +1.6% | 54,673 | +5.1% | 1.32% | -2.2% |
| Q4 2020 | $2,900,000 | – | 52,013 | – | 1.35% | – |
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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% |