J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 71 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781,681 | -15.1% | 17,499 | -11.5% | 0.19% | -11.5% |
| Q2 2023 | $920,934 | -1.7% | 19,771 | 0.0% | 0.22% | -7.6% |
| Q1 2023 | $936,948 | -95.6% | 19,771 | -95.8% | 0.24% | -95.8% |
| Q4 2022 | $21,442,042 | -3.1% | 465,270 | -3.6% | 5.59% | -10.1% |
| Q3 2022 | $22,134,000 | -3.1% | 482,430 | +1.4% | 6.22% | +0.4% |
| Q2 2022 | $22,845,000 | -7.8% | 475,538 | -2.0% | 6.20% | +1.6% |
| Q1 2022 | $24,779,000 | -2.4% | 485,212 | +3.7% | 6.10% | +0.5% |
| Q4 2021 | $25,390,000 | +2.9% | 467,848 | +3.3% | 6.07% | -3.9% |
| Q3 2021 | $24,677,000 | -0.3% | 452,958 | +0.2% | 6.32% | -3.9% |
| Q2 2021 | $24,745,000 | -3.2% | 451,964 | -4.8% | 6.57% | -6.0% |
| Q1 2021 | $25,571,000 | -0.0% | 474,601 | +3.4% | 6.99% | -0.2% |
| Q4 2020 | $25,578,000 | -3.0% | 458,795 | -3.0% | 7.01% | -12.0% |
| Q3 2020 | $26,378,000 | +75.9% | 473,225 | +74.1% | 7.97% | +50.7% |
| Q2 2020 | $14,993,000 | +3.4% | 271,876 | +1.6% | 5.29% | -13.5% |
| Q1 2020 | $14,497,000 | – | 267,578 | – | 6.11% | – |
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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% |