J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,404 | +0.4% | 12,027 | +2.8% | 0.08% | +1.2% |
| Q2 2023 | $518,317 | +22.8% | 11,705 | +14.3% | 0.08% | +7.7% |
| Q1 2023 | $422,108 | +0.8% | 10,238 | -5.3% | 0.08% | -7.1% |
| Q4 2022 | $418,781 | +12.3% | 10,807 | +1.5% | 0.08% | +5.0% |
| Q3 2022 | $373,000 | -9.7% | 10,644 | -4.1% | 0.08% | -11.1% |
| Q2 2022 | $413,000 | -28.5% | 11,103 | -17.7% | 0.09% | -16.7% |
| Q1 2022 | $578,000 | -29.7% | 13,486 | -25.4% | 0.11% | -28.5% |
| Q4 2021 | $822,000 | -5.0% | 18,072 | -14.5% | 0.15% | -11.7% |
| Q3 2021 | $865,000 | -9.8% | 21,129 | -9.8% | 0.17% | -12.8% |
| Q2 2021 | $959,000 | -4.2% | 23,437 | -11.7% | 0.20% | -16.6% |
| Q1 2021 | $1,001,000 | +6.7% | 26,540 | +1.6% | 0.24% | +5.4% |
| Q4 2020 | $938,000 | +2.9% | 26,134 | -7.0% | 0.22% | -21.2% |
| Q3 2020 | $912,000 | -30.6% | 28,102 | -34.9% | 0.28% | -39.9% |
| Q2 2020 | $1,314,000 | – | 43,183 | – | 0.47% | – |
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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% |