J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 155 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,984 | -0.1% | 9,290 | +4.2% | 0.04% | 0.0% |
| Q2 2023 | $415,354 | -19.6% | 8,917 | -18.2% | 0.04% | -25.9% |
| Q1 2023 | $516,551 | +20.9% | 10,900 | +17.2% | 0.05% | +17.4% |
| Q4 2022 | $427,287 | -5.9% | 9,303 | -5.9% | 0.05% | -8.0% |
| Q3 2022 | $454,000 | -9.2% | 9,889 | -5.1% | 0.05% | -3.8% |
| Q2 2022 | $500,000 | -12.6% | 10,417 | -7.1% | 0.05% | +2.0% |
| Q1 2022 | $572,000 | – | 11,209 | – | 0.05% | – |
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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% |