J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 65 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,073 | -0.4% | 140,354 | +1.9% | 1.91% | -2.5% |
| Q2 2023 | $6,099 | -45.2% | 137,731 | -49.0% | 1.96% | +3.2% |
| Q1 2023 | $11,133 | +5.9% | 270,010 | -0.5% | 1.90% | -4.4% |
| Q4 2022 | $10,512 | -99.9% | 271,278 | +6.0% | 1.99% | +5.6% |
| Q3 2022 | $8,965,000 | -1.2% | 255,860 | +5.0% | 1.88% | +4.6% |
| Q2 2022 | $9,071,000 | +90.2% | 243,578 | +119.0% | 1.80% | +13.1% |
| Q1 2022 | $4,770,000 | -8.6% | 111,236 | -3.1% | 1.59% | -8.2% |
| Q4 2021 | $5,221,000 | +20.5% | 114,756 | +8.5% | 1.74% | +13.8% |
| Q3 2021 | $4,331,000 | +133.2% | 105,807 | +133.0% | 1.52% | +111.2% |
| Q2 2021 | $1,857,000 | +25.7% | 45,412 | +15.9% | 0.72% | +15.7% |
| Q1 2021 | $1,477,000 | +533.9% | 39,171 | +502.6% | 0.62% | +447.4% |
| Q4 2020 | $233,000 | – | 6,500 | – | 0.11% | – |
Download | ||||||
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% |