J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 5 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,350 | -2.3% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $221,400 | +7.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $206,150 | -3.7% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $214,000 | -6.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $228,000 | +11.2% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $205,000 | 0.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $205,000 | – | 5,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ST GERMAIN D J CO INC | 2,303,517 | $110,246,324 | 5.74% |
| GoalVest Advisory LLC | 207,413 | $9,926,786 | 4.37% |
| RVW Wealth, LLC | 727,631 | $34,824,435 | 3.83% |
| Bartlett & Co. LLC | 201,376 | $9,664 | 0.16% |
| MASSMUTUAL TRUST CO FSB/ADV | 38,298 | $1,832,942 | 0.06% |