J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 84 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,073,541 | -7.2% | 47,921 | -5.0% | 0.26% | -2.6% |
| Q2 2023 | $2,233,659 | +3.3% | 50,444 | -3.9% | 0.27% | -2.2% |
| Q1 2023 | $2,163,090 | +4.5% | 52,464 | -1.8% | 0.28% | -3.5% |
| Q4 2022 | $2,070,450 | +35.1% | 53,431 | +22.2% | 0.29% | +21.6% |
| Q3 2022 | $1,532,000 | +16.7% | 43,724 | +24.0% | 0.24% | +24.2% |
| Q2 2022 | $1,313,000 | +214.1% | 35,254 | +261.4% | 0.19% | +258.5% |
| Q1 2022 | $418,000 | -0.2% | 9,754 | +6.1% | 0.05% | +6.0% |
| Q4 2021 | $419,000 | +12.3% | 9,197 | +0.9% | 0.05% | +2.0% |
| Q3 2021 | $373,000 | +0.3% | 9,116 | +0.3% | 0.05% | -2.0% |
| Q2 2021 | $372,000 | +8.1% | 9,090 | -0.4% | 0.05% | +2.0% |
| Q1 2021 | $344,000 | +25.5% | 9,128 | +19.5% | 0.05% | +16.7% |
| Q4 2020 | $274,000 | – | 7,639 | – | 0.04% | – |
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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% |