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 | $12,204,468 | +82.8% | 282,059 | +87.0% | 0.02% | +50.0% |
Q2 2023 | $6,676,936 | +69.9% | 150,795 | +58.2% | 0.01% | +71.4% |
Q1 2023 | $3,928,881 | -19.3% | 95,291 | -24.1% | 0.01% | -30.0% |
Q4 2022 | $4,866,538 | +15.2% | 125,605 | +4.2% | 0.01% | 0.0% |
Q3 2022 | $4,223,000 | +16.9% | 120,537 | +24.3% | 0.01% | +25.0% |
Q2 2022 | $3,612,000 | -22.7% | 97,002 | -11.0% | 0.01% | -11.1% |
Q1 2022 | $4,674,000 | +4.7% | 108,997 | +11.1% | 0.01% | +12.5% |
Q4 2021 | $4,465,000 | +31.8% | 98,118 | +18.5% | 0.01% | +14.3% |
Q3 2021 | $3,387,000 | +23.8% | 82,787 | +23.8% | 0.01% | +16.7% |
Q2 2021 | $2,735,000 | +28.2% | 66,885 | +18.3% | 0.01% | +20.0% |
Q1 2021 | $2,133,000 | -12.8% | 56,559 | -17.0% | 0.01% | -28.6% |
Q4 2020 | $2,446,000 | +16.6% | 68,156 | +5.4% | 0.01% | +16.7% |
Q3 2020 | $2,098,000 | +5.7% | 64,663 | -0.8% | 0.01% | -14.3% |
Q2 2020 | $1,985,000 | +144.2% | 65,205 | +105.1% | 0.01% | +133.3% |
Q1 2020 | $813,000 | – | 31,786 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TOTAL INVESTMENT MANAGEMENT INC | 1,286,778 | $39,157,000 | 13.67% |
AVALON CAPITAL MANAGEMENT | 308,028 | $9,373,000 | 9.22% |
3D ASSET MANAGEMENT, INC | 1,081,516 | $32,911,000 | 9.17% |
Financial Insights, Inc. | 18,849 | $8,820,000 | 7.83% |
Retirement Planning Group, LLC | 777,573 | $23,662,000 | 4.35% |
INTEGRATED CAPITAL MANAGEMENT, INC. | 153,621 | $4,675,000 | 4.22% |
SHEPHERD KAPLAN KROCHUK, LLC | 263,466 | $8,017,000 | 3.59% |
Baker Avenue Asset Management, LP | 981,868 | $29,878,000 | 2.46% |
RVW Wealth, LLC | 434,298 | $13,216,000 | 2.42% |
PARK AVENUE SECURITIES LLC | 490,410 | $14,923,000 | 0.56% |