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 | $7,384,503 | +3.3% | 165,312 | +7.8% | 1.49% | +8.9% |
| Q2 2023 | $7,146,765 | +23.5% | 153,413 | +25.6% | 1.37% | +14.2% |
| Q1 2023 | $5,788,895 | +12.6% | 122,154 | +9.1% | 1.20% | +7.6% |
| Q4 2022 | $5,143,223 | +51.0% | 111,980 | +50.9% | 1.11% | +45.5% |
| Q3 2022 | $3,406,000 | -5.1% | 74,231 | -0.6% | 0.76% | -3.3% |
| Q2 2022 | $3,588,000 | – | 74,680 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 444,932 | $22,722,000 | 8.46% |
| Integrity Advisory, LLC | 130,017 | $6,640,000 | 6.52% |
| Landmark Wealth Management, LLC | 351,378 | $184,661,000 | 6.19% |
| Prestige Wealth Management Group LLC | 485,212 | $24,779,000 | 6.10% |
| Capital Planning LLC | 112,696 | $5,755,000 | 2.24% |
| LEO BROKERAGE, LLC | 207,160 | $10,579,000 | 1.68% |
| CGN Advisors LLC | 104,224 | $5,323,000 | 1.33% |
| Hotaling Investment Management, LLC | 57,877 | $2,956,000 | 1.14% |
| Daniels&Tansey,LLP | 42,313 | $2,160,000 | 0.73% |
| Apollon Wealth Management, LLC | 145,443 | $7,428,000 | 0.53% |