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 | $2,187,299 | -4.2% | 50,550 | -2.0% | 0.23% | +1.8% |
| Q2 2023 | $2,282,944 | +6.8% | 51,557 | -0.5% | 0.23% | 0.0% |
| Q1 2023 | $2,137,075 | +3.2% | 51,833 | -3.0% | 0.23% | -3.8% |
| Q4 2022 | $2,071,420 | -14.9% | 53,456 | -23.1% | 0.24% | -22.5% |
| Q3 2022 | $2,434,000 | -22.2% | 69,469 | -17.3% | 0.31% | -20.7% |
| Q2 2022 | $3,127,000 | -58.3% | 83,974 | -52.0% | 0.39% | -52.9% |
| Q1 2022 | $7,499,000 | -82.0% | 174,886 | -80.9% | 0.82% | -79.6% |
| Q4 2021 | $41,674,000 | +13.4% | 915,901 | +2.0% | 4.03% | -3.6% |
| Q3 2021 | $36,751,000 | +5.9% | 897,902 | +5.8% | 4.18% | +4.8% |
| Q2 2021 | $34,705,000 | +16.3% | 848,521 | +7.3% | 3.98% | -3.0% |
| Q1 2021 | $29,829,000 | +7.9% | 790,867 | +2.7% | 4.11% | +2.6% |
| Q4 2020 | $27,643,000 | +11.1% | 770,430 | +0.5% | 4.00% | -1.4% |
| Q3 2020 | $24,880,000 | +5.1% | 766,704 | -1.4% | 4.06% | -6.6% |
| Q2 2020 | $23,662,000 | +18.8% | 777,573 | -0.5% | 4.35% | -8.6% |
| Q1 2020 | $19,919,000 | -12.1% | 781,122 | +7.9% | 4.76% | +5.5% |
| Q4 2019 | $22,662,000 | – | 723,793 | – | 4.51% | – |
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% |