J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 63 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 505,412 | $24,280,000 | 10.41% |
| Landmark Wealth Management, LLC | 148,289 | $7,124,000 | 9.10% |
| Integrity Advisory, LLC | 174,638 | $8,390,000 | 8.22% |
| Peterson Wealth Advisors, LLC | 426,706 | $20,499,000 | 6.76% |
| COOPER/HAIMS ADVISORS, LLC | 201,036 | $9,658,000 | 6.34% |
| Legacy CG, LLC | 188,596 | $9,060,000 | 6.24% |
| Prestige Wealth Management Group LLC | 475,538 | $22,845,000 | 6.20% |
| Castleview Partners, LLC | 86,237 | $4,319,613,000 | 3.44% |
| CGN Advisors LLC | 112,308 | $5,395,000 | 1.52% |
| LEO BROKERAGE, LLC | 115,955 | $5,570,000 | 1.50% |