J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 250 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $784,242 | +0.2% | 14,811 | 0.0% | 0.40% | -4.6% |
| Q1 2024 | $783,000 | +10.5% | 14,811 | 0.0% | 0.41% | +0.7% |
| Q4 2023 | $708,854 | +25.9% | 14,811 | +13.8% | 0.41% | -33.5% |
| Q3 2023 | $562,986 | -2.3% | 13,011 | 0.0% | 0.62% | -1.1% |
| Q2 2023 | $576,127 | +8.9% | 13,011 | +1.4% | 0.62% | +4.2% |
| Q1 2023 | $529,000 | +1.3% | 12,831 | -4.9% | 0.60% | +70.5% |
| Q4 2022 | $522,000 | +7.0% | 13,488 | -3.2% | 0.35% | -3.8% |
| Q3 2022 | $488,000 | +83.5% | 13,934 | +94.9% | 0.37% | +86.7% |
| Q2 2022 | $266,000 | – | 7,151 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 659,609 | $29,207,503 | 9.95% |
| Sage Mountain Advisors LLC | 1,296,586 | $57,412,812 | 8.18% |
| REDW Wealth LLC | 540,969 | $23,954,104 | 7.17% |
| Levy Wealth Management Group, LLC | 542,010 | $24,000,221 | 7.11% |
| Roof Eidam Maycock Peralta, LLC | 477,489 | $21,143,204 | 7.08% |
| SHEPHERD KAPLAN KROCHUK, LLC | 131,580 | $5,826,382 | 4.61% |
| FIRST CITIZENS BANK & TRUST CO | 5,659,663 | $250,609,876 | 4.61% |
| First Citizens Asset Management, Inc. | 249,645 | $11,054,281 | 4.52% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 113,203 | $5,012,642 | 4.48% |
| Hamilton Capital, LLC | 1,354,232 | $59,965,393 | 4.18% |