J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 83 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,767,631 | +170.3% | 133,294 | +176.6% | 0.00% | – |
| Q2 2023 | $2,133,853 | +7.7% | 48,190 | +0.3% | 0.00% | – |
| Q1 2023 | $1,980,483 | +293.1% | 48,035 | +269.5% | 0.00% | – |
| Q4 2022 | $503,750 | -5.8% | 13,000 | -14.8% | 0.00% | – |
| Q3 2022 | $535,000 | -9.5% | 15,256 | -3.8% | 0.00% | – |
| Q2 2022 | $591,000 | -60.9% | 15,858 | -52.3% | 0.00% | – |
| Q4 2021 | $1,512,000 | +26.5% | 33,236 | +4.9% | 0.00% | – |
| Q1 2021 | $1,195,000 | -53.2% | 31,674 | -55.5% | 0.00% | – |
| Q4 2020 | $2,554,000 | +73.0% | 71,190 | +56.5% | 0.00% | – |
| Q3 2020 | $1,476,000 | -42.0% | 45,487 | -45.6% | 0.00% | -100.0% |
| Q2 2020 | $2,546,000 | +149.4% | 83,663 | +109.0% | 0.00% | – |
| Q1 2020 | $1,021,000 | -34.0% | 40,028 | -25.3% | 0.00% | – |
| Q2 2019 | $1,548,000 | – | 53,604 | – | 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% |