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 | $4,798,546 | -4.3% | 110,898 | -2.0% | 4.24% | -5.3% |
| Q2 2023 | $5,012,642 | +8.2% | 113,203 | -5.3% | 4.48% | +4.7% |
| Q4 2022 | $4,633,005 | +10.2% | 119,561 | -0.4% | 4.28% | +3.0% |
| Q3 2022 | $4,205,000 | -5.9% | 120,028 | +0.0% | 4.15% | +1.3% |
| Q2 2022 | $4,469,000 | -15.0% | 120,009 | -2.2% | 4.10% | -5.2% |
| Q1 2022 | $5,259,000 | -12.4% | 122,649 | -7.0% | 4.32% | -8.0% |
| Q4 2021 | $6,002,000 | +10.2% | 131,922 | -0.9% | 4.70% | +5.5% |
| Q3 2021 | $5,447,000 | -1.9% | 133,082 | -2.0% | 4.45% | +2.4% |
| Q2 2021 | $5,553,000 | +10.4% | 135,780 | +1.9% | 4.35% | -1.8% |
| Q1 2021 | $5,028,000 | -3.3% | 133,308 | -8.0% | 4.43% | +5.6% |
| Q4 2020 | $5,197,000 | +6.4% | 144,845 | -3.8% | 4.20% | -2.2% |
| Q3 2020 | $4,886,000 | +4.5% | 150,575 | -2.0% | 4.29% | +1.6% |
| Q2 2020 | $4,675,000 | +17.3% | 153,621 | -1.7% | 4.22% | +5.7% |
| Q1 2020 | $3,985,000 | – | 156,310 | – | 4.00% | – |
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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% |