Financial Planning & Information Services, Inc. - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 112 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$27,637,374
+12.7%
618,701
+17.5%
5.14%
+13.7%
Q2 2023$24,519,945
+27.5%
526,405
+29.7%
4.52%
+21.3%
Q1 2023$19,235,743
+155.3%
405,903
+147.5%
3.73%
+133.5%
Q4 2022$7,533,714
+2232.4%
164,026
+2229.6%
1.60%
+1947.4%
Q3 2022$323,0007,0410.08%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q1 2023
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 452,958$24,677,0006.32%
Capital Planning LLC 108,268$5,898,0002.41%
Daniels&Tansey,LLP 67,327$3,668,0001.27%
Hotaling Investment Management, LLC 52,672$2,870,0001.19%
Delta Investment Management, LLC 31,096$1,694,0000.53%
Apollon Wealth Management, LLC 27,599$1,504,0000.21%
Foresight Wealth Management, LLC 18,120$987,0000.20%
MASSMUTUAL TRUST CO FSB/ADV 45,658$2,487,0000.10%
Fragasso Group Inc. 13,263$723,0000.10%
HighTower Advisors, LLC 338,527$18,451,0000.05%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders