J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 157 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,120,900 | +1.9% | 23,997 | +0.1% | 0.56% | -4.6% |
| Q1 2024 | $1,100,085 | -0.3% | 23,967 | +1.6% | 0.59% | -10.3% |
| Q4 2023 | $1,102,883 | +13.2% | 23,581 | +6.1% | 0.66% | +1.2% |
| Q3 2023 | $974,701 | -4.5% | 22,223 | -0.1% | 0.65% | +0.6% |
| Q2 2023 | $1,020,697 | -0.1% | 22,247 | +3.1% | 0.65% | -12.5% |
| Q1 2023 | $1,022,221 | – | 21,570 | – | 0.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 1,432,676 | $66,375,902 | 20.82% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 821,037 | $38,038,645 | 18.60% |
| AllGen Financial Advisors, Inc. | 1,023,890 | $47,436,829 | 17.99% |
| D.B. Root & Company, LLC | 1,047,764 | $48,542,921 | 16.56% |
| Wiser Wealth Management, Inc | 911,455 | $42,227,721 | 13.07% |
| Forum Private Client Group LLC | 466,502 | $21,613,060 | 10.27% |
| Harbor Group, Inc. | 810,901 | $37,569,027 | 9.62% |
| Financial Connections Group, Inc. | 392,835 | $18,200 | 9.44% |
| SENTINEL PENSION ADVISORS INC. | 944,915 | $43,777,933 | 9.08% |
| Legacy Wealth Management, Inc | 2,663,400 | $123,395,325 | 8.93% |