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 | $15,120,169 | +1974.2% | 338,486 | +2062.8% | 2.57% | +1956.8% |
| Q2 2023 | $728,962 | -28.4% | 15,650 | -27.2% | 0.12% | -30.2% |
| Q1 2023 | $1,018,782 | -3.5% | 21,498 | -6.2% | 0.18% | -11.8% |
| Q4 2022 | $1,056,138 | -14.2% | 22,917 | -14.6% | 0.20% | -11.4% |
| Q3 2022 | $1,231,000 | +10.7% | 26,830 | +15.9% | 0.23% | +12.8% |
| Q2 2022 | $1,112,000 | – | 23,147 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 582,555 | $26,727,000 | 12.17% |
| AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
| Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
| Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
| Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
| COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
| Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
| Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
| Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
| CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |