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 | $5,649,257 | -3.0% | 130,558 | -0.8% | 4.91% | +6.5% |
| Q2 2023 | $5,826,382 | +26.7% | 131,580 | +18.0% | 4.61% | +13.6% |
| Q1 2023 | $4,597,986 | +3.8% | 111,520 | -2.4% | 4.06% | +54.4% |
| Q4 2022 | $4,428,156 | +9.6% | 114,275 | -0.9% | 2.63% | +29.8% |
| Q3 2022 | $4,040,000 | -21.4% | 115,304 | -16.4% | 2.02% | -9.9% |
| Q2 2022 | $5,137,000 | -20.1% | 137,949 | -8.0% | 2.24% | -7.7% |
| Q1 2022 | $6,427,000 | -20.7% | 149,885 | -15.9% | 2.43% | -16.7% |
| Q4 2021 | $8,107,000 | -11.9% | 178,167 | -20.8% | 2.92% | -13.6% |
| Q3 2021 | $9,205,000 | -12.1% | 224,886 | -12.2% | 3.38% | -9.4% |
| Q2 2021 | $10,472,000 | +10.1% | 256,043 | +1.6% | 3.73% | +1.7% |
| Q1 2021 | $9,509,000 | +19.7% | 252,126 | +13.9% | 3.67% | +25.2% |
| Q4 2020 | $7,944,000 | +10.4% | 221,409 | -0.2% | 2.93% | -2.0% |
| Q3 2020 | $7,196,000 | -10.2% | 221,745 | -15.8% | 2.99% | -16.5% |
| Q2 2020 | $8,017,000 | – | 263,466 | – | 3.59% | – |
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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% |