J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,411,000 | +52.7% | 101,944 | +56.3% | 0.00% | 0.0% |
| Q2 2023 | $2,889,000 | +10600.0% | 65,240 | +9784.8% | 0.00% | – |
| Q1 2023 | $27,000 | -64.5% | 660 | -66.7% | 0.00% | – |
| Q4 2022 | $76,000 | +181.5% | 1,982 | +152.2% | 0.00% | – |
| Q3 2022 | $27,000 | -25.0% | 786 | -18.9% | 0.00% | – |
| Q2 2022 | $36,000 | -86.6% | 969 | -84.5% | 0.00% | – |
| Q1 2022 | $268,000 | -81.5% | 6,253 | -80.4% | 0.00% | – |
| Q4 2021 | $1,449,000 | +3434.1% | 31,834 | +3125.3% | 0.00% | – |
| Q3 2021 | $41,000 | +28.1% | 987 | +25.6% | 0.00% | – |
| Q2 2021 | $32,000 | -93.2% | 786 | -93.7% | 0.00% | – |
| Q1 2021 | $472,000 | +252.2% | 12,514 | +236.7% | 0.00% | – |
| Q4 2020 | $134,000 | +15.5% | 3,717 | +4.1% | 0.00% | – |
| Q3 2020 | $116,000 | -73.3% | 3,569 | -75.0% | 0.00% | – |
| Q2 2020 | $435,000 | +3246.2% | 14,279 | +2750.1% | 0.00% | – |
| Q1 2020 | $13,000 | – | 501 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 637,948 | $27,603,989 | 9.50% |
| Sage Mountain Advisors LLC | 1,401,323 | $60,635,263 | 8.34% |
| REDW Wealth LLC | 575,189 | $24,888,425 | 7.67% |
| Levy Wealth Management Group, LLC | 545,009 | $23,582,539 | 7.31% |
| Roof Eidam Maycock Peralta, LLC | 491,958 | $21,287,032 | 7.01% |
| FIRST CITIZENS BANK & TRUST CO | 7,175,361 | $310,477,870 | 6.05% |
| Cobblestone Asset Management LLC | 165,864 | $7,176,935 | 5.90% |
| First Citizens Asset Management, Inc. | 315,582 | $13,655,233 | 5.80% |
| ST GERMAIN D J CO INC | 2,177,713 | $94,229,642 | 5.30% |
| SHEPHERD KAPLAN KROCHUK, LLC | 130,558 | $5,649,257 | 4.91% |