J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 112 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,992 | -63.9% | 5,283 | -62.3% | 0.01% | -61.3% |
| Q2 2023 | $652,937 | +12.2% | 14,018 | +14.1% | 0.03% | -13.9% |
| Q1 2023 | $582,181 | -22.5% | 12,285 | -24.9% | 0.04% | -32.1% |
| Q4 2022 | $751,646 | -22.7% | 16,365 | -22.8% | 0.05% | -33.8% |
| Q3 2022 | $972,000 | -37.1% | 21,195 | -34.1% | 0.08% | -38.0% |
| Q2 2022 | $1,546,000 | -79.2% | 32,184 | -77.9% | 0.13% | -75.6% |
| Q1 2022 | $7,428,000 | +61.2% | 145,443 | +71.3% | 0.53% | +53.5% |
| Q4 2021 | $4,608,000 | +206.4% | 84,901 | +207.6% | 0.34% | +67.0% |
| Q3 2021 | $1,504,000 | +14.7% | 27,599 | +15.2% | 0.21% | -12.0% |
| Q2 2021 | $1,311,000 | +122.6% | 23,954 | +119.1% | 0.23% | +105.3% |
| Q1 2021 | $589,000 | – | 10,933 | – | 0.11% | – |
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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% |