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 | $58,377 | +1711.8% | 1,307 | +1794.2% | 0.00% | – |
| Q2 2023 | $3,222 | +80450.0% | 69 | – | 0.00% | – |
| Q1 2023 | $4 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $114,274 | -56.4% | 2,488 | -56.4% | 0.00% | – |
| Q3 2022 | $262,000 | – | 5,711 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 1 | -99.8% | 0.00% | – |
| Q2 2021 | $29,000 | 0.0% | 537 | 0.0% | 0.00% | – |
| Q1 2021 | $29,000 | -3.3% | 537 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | – | 537 | – | 0.00% | – |
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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% |