J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,970,333 | +14.8% | 536,609 | +19.7% | 0.00% | 0.0% |
| Q2 2023 | $20,888,875 | -9.3% | 448,450 | -7.7% | 0.00% | 0.0% |
| Q1 2023 | $23,036,701 | +35.2% | 486,108 | +31.0% | 0.00% | 0.0% |
| Q4 2022 | $17,037,306 | +34.8% | 370,940 | +34.7% | 0.00% | 0.0% |
| Q3 2022 | $12,636,000 | +7.8% | 275,408 | +12.9% | 0.00% | 0.0% |
| Q2 2022 | $11,722,000 | +116.9% | 244,018 | +130.6% | 0.00% | +100.0% |
| Q1 2022 | $5,404,000 | – | 105,813 | +10581200.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 1 | -98.7% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -99.5% | 77 | -99.5% | 0.00% | – |
| Q1 2021 | $858,000 | +51.1% | 15,919 | +56.2% | 0.00% | – |
| Q4 2020 | $568,000 | – | 10,190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 170,299 | $66,876,798 | 23.17% |
| AllGen Financial Advisors, Inc. | 723,483 | $32,317,982 | 22.98% |
| D.B. Root & Company, LLC | 806,559 | $36,029,012 | 14.04% |
| Grant Street Asset Management, Inc. | 697,130 | $31,140,790 | 12.51% |
| Legacy Wealth Management, Inc | 2,248,626 | $100,446,116 | 8.78% |
| Roof Eidam Maycock Peralta, LLC | 365,250 | $16,315,718 | 5.37% |
| Financial Futures Ltd Liability Co. | 144,436 | $6,451,942 | 5.27% |
| Financial Planning & Information Services, Inc. | 618,701 | $27,637,374 | 5.14% |
| Peterson Wealth Advisors, LLC | 364,757 | $16,293,696 | 4.38% |
| Garden State Investment Advisory Services LLC | 197,487 | $8,821,867 | 4.06% |