J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 130 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,604,664 | -2.0% | 476,188 | +0.3% | 1.03% | -2.6% |
| Q2 2023 | $21,014,517 | +7.6% | 474,583 | +0.2% | 1.06% | +0.4% |
| Q1 2023 | $19,533,031 | +4.0% | 473,758 | -2.3% | 1.05% | -6.2% |
| Q4 2022 | $18,790,036 | +9.1% | 484,904 | -1.4% | 1.12% | +3.8% |
| Q3 2022 | $17,224,000 | -10.0% | 491,551 | -4.3% | 1.08% | -14.3% |
| Q2 2022 | $19,131,000 | -14.8% | 513,708 | -1.9% | 1.26% | +10.1% |
| Q1 2022 | $22,444,000 | -7.5% | 523,420 | -1.9% | 1.15% | -5.5% |
| Q4 2021 | $24,274,000 | +10.2% | 533,494 | -0.9% | 1.21% | -3.8% |
| Q3 2021 | $22,030,000 | -0.7% | 538,238 | -0.8% | 1.26% | +0.2% |
| Q2 2021 | $22,194,000 | +5.7% | 542,648 | -2.6% | 1.26% | -2.3% |
| Q1 2021 | $21,005,000 | -29.0% | 556,921 | -32.4% | 1.29% | -36.0% |
| Q4 2020 | $29,575,000 | +9.3% | 824,293 | -1.1% | 2.01% | -3.2% |
| Q3 2020 | $27,053,000 | -9.5% | 833,700 | -15.1% | 2.08% | -15.5% |
| Q2 2020 | $29,878,000 | +259.7% | 981,868 | +201.4% | 2.46% | +148.7% |
| Q1 2020 | $8,306,000 | – | 325,728 | – | 0.99% | – |
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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% |