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 | $4,130,354 | +10.8% | 93,447 | +16.8% | 1.16% | +24.3% |
| Q2 2023 | $3,726,565 | +22.5% | 80,004 | +24.7% | 0.93% | +28.8% |
| Q1 2023 | $3,041,222 | +4.1% | 64,174 | +4.6% | 0.72% | +5.7% |
| Q4 2022 | $2,920,130 | +101.7% | 61,360 | +94.4% | 0.69% | +123.5% |
| Q3 2022 | $1,448,000 | +262.0% | 31,565 | +281.9% | 0.31% | +309.3% |
| Q2 2022 | $400,000 | – | 8,265 | – | 0.08% | – |
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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% |