J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 70 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,888,425 | +3.9% | 575,189 | +6.3% | 7.67% | +6.9% |
| Q2 2023 | $23,954,104 | +6.0% | 540,969 | -1.3% | 7.17% | -0.2% |
| Q1 2023 | $22,605,716 | -2.4% | 548,283 | -8.3% | 7.19% | -10.2% |
| Q4 2022 | $23,173,447 | +13.4% | 598,024 | +2.5% | 8.01% | +1.9% |
| Q3 2022 | $20,434,000 | -4.6% | 583,158 | +1.4% | 7.86% | +0.0% |
| Q2 2022 | $21,415,000 | -8.8% | 575,063 | +5.0% | 7.86% | +12.6% |
| Q1 2022 | $23,493,000 | -2.4% | 547,882 | +3.6% | 6.98% | -0.2% |
| Q4 2021 | $24,061,000 | +12.0% | 528,812 | +0.7% | 6.99% | +2.3% |
| Q3 2021 | $21,488,000 | +0.5% | 524,983 | +0.4% | 6.83% | +1.1% |
| Q2 2021 | $21,386,000 | +2.7% | 522,891 | -5.3% | 6.76% | -3.3% |
| Q1 2021 | $20,832,000 | +21.3% | 552,320 | +15.4% | 7.00% | +10.1% |
| Q4 2020 | $17,177,000 | +65.6% | 478,724 | +49.7% | 6.36% | +45.7% |
| Q3 2020 | $10,375,000 | – | 319,735 | – | 4.36% | – |
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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% |