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 | $1,332,688 | -15.8% | 30,799 | -13.8% | 0.26% | -11.9% |
| Q2 2023 | $1,582,672 | +8.5% | 35,742 | +1.3% | 0.29% | -35.1% |
| Q1 2023 | $1,459,283 | +13.3% | 35,282 | +10.0% | 0.45% | +10.2% |
| Q4 2022 | $1,288,251 | +21.5% | 32,086 | +6.0% | 0.41% | -1.2% |
| Q3 2022 | $1,060,000 | -11.7% | 30,262 | -6.2% | 0.42% | -39.6% |
| Q2 2022 | $1,201,000 | -15.7% | 32,259 | -2.8% | 0.69% | -5.1% |
| Q1 2022 | $1,424,000 | -3.8% | 33,199 | +2.0% | 0.73% | -15.8% |
| Q4 2021 | $1,480,000 | +16.4% | 32,537 | +4.8% | 0.86% | +48.4% |
| Q3 2021 | $1,271,000 | -2.5% | 31,046 | -2.5% | 0.58% | +1.9% |
| Q2 2021 | $1,303,000 | +21.2% | 31,854 | +11.8% | 0.57% | +23.6% |
| Q1 2021 | $1,075,000 | +30.9% | 28,492 | +24.5% | 0.46% | +20.4% |
| Q4 2020 | $821,000 | +50.9% | 22,878 | +36.4% | 0.38% | +20.1% |
| Q3 2020 | $544,000 | – | 16,769 | – | 0.32% | – |
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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% |