J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 83 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,832,942 | +5.7% | 38,298 | -4.4% | 0.06% | -4.7% |
| Q3 2023 | $1,733,613 | +59.1% | 40,065 | +62.8% | 0.06% | +64.1% |
| Q2 2023 | $1,089,598 | +817.9% | 24,607 | +754.7% | 0.04% | +680.0% |
| Q1 2023 | $118,701 | +101353.8% | 2,879 | -5.0% | 0.01% | 0.0% |
| Q4 2022 | $117 | -99.9% | 3,031 | -13.4% | 0.01% | -16.7% |
| Q3 2022 | $123,000 | 0.0% | 3,501 | +5.6% | 0.01% | +20.0% |
| Q2 2022 | $123,000 | -14.0% | 3,316 | -0.2% | 0.01% | 0.0% |
| Q1 2022 | $143,000 | -95.5% | 3,324 | -95.2% | 0.01% | -95.7% |
| Q4 2021 | $3,162,000 | +8.8% | 69,499 | -2.1% | 0.12% | -2.5% |
| Q3 2021 | $2,905,000 | +90.1% | 70,973 | +90.0% | 0.12% | +84.6% |
| Q2 2021 | $1,528,000 | +1.0% | 37,352 | -6.9% | 0.06% | -8.5% |
| Q1 2021 | $1,513,000 | -65.7% | 40,104 | -67.4% | 0.07% | -68.6% |
| Q4 2020 | $4,412,000 | +1.9% | 122,960 | -7.8% | 0.23% | -10.7% |
| Q3 2020 | $4,329,000 | -0.5% | 133,403 | -6.7% | 0.25% | -9.6% |
| Q2 2020 | $4,349,000 | – | 142,930 | – | 0.28% | – |
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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% |