J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 250 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $47,817,000 | +9.1% | 903,055 | +8.9% | 0.01% | +10.0% |
| Q1 2024 | $43,831,000 | +10.2% | 829,039 | -0.3% | 0.01% | +11.1% |
| Q4 2023 | $39,784,000 | +801.9% | 831,254 | +715.4% | 0.01% | +800.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 659,609 | $29,207,503 | 9.95% |
| Sage Mountain Advisors LLC | 1,296,586 | $57,412,812 | 8.18% |
| REDW Wealth LLC | 540,969 | $23,954,104 | 7.17% |
| Levy Wealth Management Group, LLC | 542,010 | $24,000,221 | 7.11% |
| Roof Eidam Maycock Peralta, LLC | 477,489 | $21,143,204 | 7.08% |
| SHEPHERD KAPLAN KROCHUK, LLC | 131,580 | $5,826,382 | 4.61% |
| FIRST CITIZENS BANK & TRUST CO | 5,659,663 | $250,609,876 | 4.61% |
| First Citizens Asset Management, Inc. | 249,645 | $11,054,281 | 4.52% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 113,203 | $5,012,642 | 4.48% |
| Hamilton Capital, LLC | 1,354,232 | $59,965,393 | 4.18% |