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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,721 | -2.3% | 39,764 | 0.0% | 0.73% | -1.4% |
| Q2 2023 | $1,761 | -11.1% | 39,764 | -17.2% | 0.74% | -13.7% |
| Q1 2023 | $1,980 | +2.2% | 48,027 | -4.0% | 0.85% | -6.6% |
| Q4 2022 | $1,938 | -99.9% | 50,004 | +5.5% | 0.91% | +16.8% |
| Q3 2022 | $1,661,000 | -22.2% | 47,395 | -17.3% | 0.78% | -23.0% |
| Q2 2022 | $2,134,000 | -1.4% | 57,300 | +13.5% | 1.02% | +38.4% |
| Q1 2022 | $2,164,000 | -9.0% | 50,474 | -3.4% | 0.73% | -9.6% |
| Q4 2021 | $2,377,000 | +182.0% | 52,232 | +155.9% | 0.81% | +167.1% |
| Q3 2021 | $843,000 | +20.8% | 20,410 | +20.1% | 0.30% | +31.0% |
| Q2 2021 | $698,000 | +31.2% | 16,988 | +21.7% | 0.23% | +11.5% |
| Q1 2021 | $532,000 | – | 13,961 | – | 0.21% | – |
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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% |