J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 5 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |