J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 198 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,392 | +58.4% | 124,622 | +62.1% | 0.02% | +56.2% |
| Q2 2023 | $3,405 | +124.6% | 76,887 | +109.0% | 0.02% | +128.6% |
| Q1 2023 | $1,516 | +17.6% | 36,781 | +10.6% | 0.01% | 0.0% |
| Q4 2022 | $1,289 | -99.9% | 33,266 | -2.9% | 0.01% | 0.0% |
| Q3 2022 | $1,201,000 | +7.0% | 34,262 | +13.7% | 0.01% | +16.7% |
| Q2 2022 | $1,122,000 | -11.4% | 30,127 | +2.0% | 0.01% | 0.0% |
| Q1 2022 | $1,267,000 | +15.2% | 29,540 | +22.2% | 0.01% | +20.0% |
| Q4 2021 | $1,100,000 | +25.1% | 24,175 | +12.5% | 0.01% | +25.0% |
| Q3 2021 | $879,000 | +14.0% | 21,487 | +13.9% | 0.00% | 0.0% |
| Q2 2021 | $771,000 | +113.0% | 18,861 | +86.8% | 0.00% | +100.0% |
| Q4 2020 | $362,000 | -50.5% | 10,097 | -55.2% | 0.00% | -60.0% |
| Q3 2020 | $732,000 | +15.3% | 22,543 | +8.0% | 0.01% | 0.0% |
| Q2 2020 | $635,000 | +32.8% | 20,876 | +11.4% | 0.01% | 0.0% |
| Q1 2020 | $478,000 | – | 18,747 | – | 0.01% | – |
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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% |