J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 4 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |