J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,699 | +40.2% | 18,171 | +44.1% | 0.03% | +7.4% |
| Q3 2022 | $579,000 | -31.8% | 12,611 | -28.7% | 0.03% | -34.1% |
| Q2 2022 | $849,000 | -4.0% | 17,678 | +8.6% | 0.04% | +10.8% |
| Q4 2021 | $884,000 | -12.0% | 16,280 | -11.7% | 0.04% | -22.9% |
| Q3 2021 | $1,004,000 | +71.3% | 18,434 | +71.7% | 0.05% | +65.5% |
| Q2 2021 | $586,000 | +3.7% | 10,737 | +2.5% | 0.03% | -9.4% |
| Q1 2021 | $565,000 | +9.9% | 10,474 | +13.7% | 0.03% | -13.5% |
| Q4 2020 | $514,000 | -11.1% | 9,215 | -11.1% | 0.04% | -28.8% |
| Q3 2020 | $578,000 | +92.0% | 10,369 | +90.0% | 0.05% | +73.3% |
| Q2 2020 | $301,000 | – | 5,458 | – | 0.03% | – |
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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% |