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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $296,253 | +613.9% | 6,190 | +545.5% | 0.00% | +300.0% |
| Q3 2023 | $41,496 | +103640.0% | 959 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $40 | -53.5% | 978 | -55.8% | 0.00% | -75.0% |
| Q4 2022 | $86 | -100.0% | 2,212 | -81.1% | 0.00% | -42.9% |
| Q3 2022 | $410,000 | +113.5% | 11,715 | +127.3% | 0.01% | +75.0% |
| Q2 2022 | $192,000 | -64.0% | 5,155 | -58.6% | 0.00% | -20.0% |
| Q1 2022 | $533,000 | -14.2% | 12,437 | -8.9% | 0.01% | -54.5% |
| Q4 2021 | $621,000 | +158.8% | 13,648 | +132.8% | 0.01% | +83.3% |
| Q3 2021 | $240,000 | -38.5% | 5,863 | -38.5% | 0.01% | -40.0% |
| Q2 2021 | $390,000 | -1.5% | 9,539 | -9.1% | 0.01% | +42.9% |
| Q1 2021 | $396,000 | – | 10,492 | – | 0.01% | – |
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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% |