J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 169 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,668,745 | +9.0% | 50,401 | +8.8% | 0.02% | -13.6% |
| Q1 2024 | $2,448,903 | +8.2% | 46,319 | -2.1% | 0.02% | 0.0% |
| Q4 2023 | $2,264,319 | +26.3% | 47,311 | +14.1% | 0.02% | +10.0% |
| Q3 2023 | $1,793,441 | +95.2% | 41,448 | +99.7% | 0.02% | +81.8% |
| Q2 2023 | $918,984 | +158.9% | 20,754 | +141.1% | 0.01% | +175.0% |
| Q1 2023 | $354,893 | +19.4% | 8,608 | +12.2% | 0.00% | 0.0% |
| Q4 2022 | $297,250 | +21.3% | 7,671 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $245,000 | +17.8% | 6,993 | +25.1% | 0.00% | +33.3% |
| Q2 2022 | $208,000 | – | 5,590 | – | 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% |