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 | $10,748,274 | +101.9% | 240,615 | +110.5% | 0.02% | +114.3% |
| Q2 2023 | $5,323,997 | +23.2% | 114,298 | +25.3% | 0.01% | +16.7% |
| Q1 2023 | $4,322,395 | +31.0% | 91,209 | +27.0% | 0.01% | +20.0% |
| Q4 2022 | $3,299,109 | +11.3% | 71,829 | +11.2% | 0.01% | 0.0% |
| Q3 2022 | $2,964,000 | -17.1% | 64,597 | -13.3% | 0.01% | -16.7% |
| Q2 2022 | $3,577,000 | +7.4% | 74,468 | +14.1% | 0.01% | +20.0% |
| Q1 2022 | $3,332,000 | -18.0% | 65,251 | -12.9% | 0.01% | 0.0% |
| Q4 2021 | $4,064,000 | +1.9% | 74,876 | +2.2% | 0.01% | -16.7% |
| Q3 2021 | $3,990,000 | +4.1% | 73,245 | +4.6% | 0.01% | 0.0% |
| Q2 2021 | $3,834,000 | +14.9% | 70,020 | +13.1% | 0.01% | +20.0% |
| Q1 2021 | $3,336,000 | +27.3% | 61,906 | +31.7% | 0.01% | 0.0% |
| Q4 2020 | $2,621,000 | +21.9% | 47,017 | +21.9% | 0.01% | +25.0% |
| Q3 2020 | $2,151,000 | – | 38,584 | – | 0.00% | – |
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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% |