J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 130 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,625,766 | +131.1% | 87,940 | +117.2% | 0.00% | 0.0% |
| Q4 2022 | $1,568,794 | -44.5% | 40,485 | -46.7% | 0.00% | 0.0% |
| Q2 2022 | $2,828,000 | +43.0% | 75,952 | +64.7% | 0.00% | 0.0% |
| Q1 2022 | $1,978,000 | -51.2% | 46,127 | -48.3% | 0.00% | 0.0% |
| Q4 2021 | $4,057,000 | +572.8% | 89,158 | +505.6% | 0.00% | – |
| Q3 2021 | $603,000 | +38.3% | 14,723 | +38.2% | 0.00% | – |
| Q2 2021 | $436,000 | -71.0% | 10,655 | -73.3% | 0.00% | -100.0% |
| Q1 2021 | $1,503,000 | +72.6% | 39,841 | +64.1% | 0.00% | – |
| Q4 2020 | $871,000 | -40.3% | 24,282 | -46.0% | 0.00% | -100.0% |
| Q3 2020 | $1,460,000 | -29.3% | 44,989 | -33.7% | 0.00% | -50.0% |
| Q2 2020 | $2,065,000 | +128.4% | 67,853 | +91.4% | 0.00% | +100.0% |
| Q1 2020 | $904,000 | -45.6% | 35,459 | -37.3% | 0.00% | -66.7% |
| Q3 2019 | $1,662,000 | +195.2% | 56,552 | +183.3% | 0.00% | +200.0% |
| Q1 2019 | $563,000 | +19.5% | 19,962 | +5.0% | 0.00% | 0.0% |
| Q4 2018 | $471,000 | -57.9% | 19,003 | -51.9% | 0.00% | -50.0% |
| Q3 2018 | $1,120,000 | +1.3% | 39,536 | -5.5% | 0.00% | -33.3% |
| Q2 2018 | $1,106,000 | -1.2% | 41,856 | -4.0% | 0.00% | 0.0% |
| Q1 2018 | $1,119,000 | – | 43,612 | – | 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% |