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 | $1,009,492 | +7.1% | 19,065 | +7.0% | 0.01% | +12.5% |
| Q1 2024 | $942,143 | +29.3% | 17,820 | +17.1% | 0.01% | +14.3% |
| Q4 2023 | $728,429 | +236.7% | 15,220 | +204.4% | 0.01% | +250.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |