J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 34 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,558,993 | -7.3% | 79,673 | -3.3% | 1.40% | -6.3% |
| Q2 2023 | $3,838,471 | -4.3% | 82,406 | -2.6% | 1.50% | -9.7% |
| Q1 2023 | $4,009,431 | +6.4% | 84,605 | +3.4% | 1.66% | -1.0% |
| Q4 2022 | $3,769,441 | -14.7% | 81,793 | -15.1% | 1.68% | -33.1% |
| Q3 2022 | $4,421,000 | +690.9% | 96,362 | +728.5% | 2.50% | +729.5% |
| Q2 2022 | $559,000 | -90.3% | 11,631 | -89.7% | 0.30% | -86.5% |
| Q1 2022 | $5,755,000 | -3.8% | 112,696 | +2.4% | 2.24% | +1.2% |
| Q4 2021 | $5,983,000 | +1.4% | 110,052 | +1.6% | 2.22% | -8.0% |
| Q3 2021 | $5,898,000 | +0.8% | 108,268 | +1.3% | 2.41% | -3.2% |
| Q2 2021 | $5,854,000 | +12.4% | 106,920 | +10.6% | 2.49% | +8.4% |
| Q1 2021 | $5,206,000 | +2.5% | 96,631 | +6.3% | 2.30% | -3.4% |
| Q4 2020 | $5,079,000 | – | 90,940 | – | 2.38% | – |
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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% |