J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 4 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prestige Wealth Management Group LLC | 452,958 | $24,677,000 | 6.32% |
Capital Planning LLC | 108,268 | $5,898,000 | 2.41% |
Daniels&Tansey,LLP | 67,327 | $3,668,000 | 1.27% |
Hotaling Investment Management, LLC | 52,672 | $2,870,000 | 1.19% |
Delta Investment Management, LLC | 31,096 | $1,694,000 | 0.53% |
Apollon Wealth Management, LLC | 27,599 | $1,504,000 | 0.21% |
Foresight Wealth Management, LLC | 18,120 | $987,000 | 0.20% |
MASSMUTUAL TRUST CO FSB/ADV | 45,658 | $2,487,000 | 0.10% |
Fragasso Group Inc. | 13,263 | $723,000 | 0.10% |
HighTower Advisors, LLC | 338,527 | $18,451,000 | 0.05% |