J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 209 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,001,085 | -3.0% | 43,192 | -2.3% | 0.16% | -4.3% |
| Q1 2024 | $2,062,829 | -1.0% | 44,224 | -0.1% | 0.16% | -5.8% |
| Q4 2023 | $2,084,312 | +6.5% | 44,267 | +1.0% | 0.17% | -9.5% |
| Q3 2023 | $1,957,439 | -6.3% | 43,820 | -2.3% | 0.19% | 0.0% |
| Q2 2023 | $2,088,461 | – | 44,836 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 505,412 | $24,280,000 | 10.41% |
| Landmark Wealth Management, LLC | 148,289 | $7,124,000 | 9.10% |
| Integrity Advisory, LLC | 174,638 | $8,390,000 | 8.22% |
| Peterson Wealth Advisors, LLC | 426,706 | $20,499,000 | 6.76% |
| COOPER/HAIMS ADVISORS, LLC | 201,036 | $9,658,000 | 6.34% |
| Legacy CG, LLC | 188,596 | $9,060,000 | 6.24% |
| Prestige Wealth Management Group LLC | 475,538 | $22,845,000 | 6.20% |
| Castleview Partners, LLC | 86,237 | $4,319,613,000 | 3.44% |
| CGN Advisors LLC | 112,308 | $5,395,000 | 1.52% |
| LEO BROKERAGE, LLC | 115,955 | $5,570,000 | 1.50% |