J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 78 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,240,173 | +4.7% | 1,369,082 | +7.1% | 0.04% | +2.5% |
| Q2 2023 | $56,592,932 | +78.8% | 1,278,070 | +66.5% | 0.04% | +60.0% |
| Q1 2023 | $31,644,893 | +234.6% | 767,521 | +214.5% | 0.02% | +212.5% |
| Q4 2022 | $9,456,753 | +38.1% | 244,045 | +24.9% | 0.01% | +14.3% |
| Q3 2022 | $6,849,000 | +14.0% | 195,456 | +21.1% | 0.01% | +16.7% |
| Q2 2022 | $6,008,000 | -1.8% | 161,337 | +13.0% | 0.01% | +20.0% |
| Q1 2022 | $6,120,000 | +38.8% | 142,734 | +47.3% | 0.01% | +25.0% |
| Q4 2021 | $4,408,000 | +10.6% | 96,874 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $3,984,000 | +9.4% | 97,337 | +9.3% | 0.00% | 0.0% |
| Q2 2021 | $3,642,000 | +9.6% | 89,046 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $3,322,000 | +16.9% | 88,065 | +11.2% | 0.00% | 0.0% |
| Q4 2020 | $2,842,000 | +26.1% | 79,210 | +14.1% | 0.00% | 0.0% |
| Q3 2020 | $2,253,000 | +73.7% | 69,416 | +62.8% | 0.00% | +100.0% |
| Q2 2020 | $1,297,000 | +218.7% | 42,638 | +167.3% | 0.00% | +100.0% |
| Q1 2020 | $407,000 | +77.7% | 15,951 | +96.4% | 0.00% | 0.0% |
| Q1 2019 | $229,000 | +13.9% | 8,122 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $201,000 | – | 8,122 | – | 0.00% | – |
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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% |