J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 48 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -99.5% | 19 | -99.6% | 0.00% | -100.0% |
| Q1 2022 | $184,000 | +1.1% | 4,290 | +7.5% | 0.03% | +10.0% |
| Q4 2021 | $182,000 | +15.9% | 3,991 | +4.3% | 0.03% | +7.1% |
| Q3 2021 | $157,000 | +1.9% | 3,826 | +1.9% | 0.03% | 0.0% |
| Q2 2021 | $154,000 | +45.3% | 3,756 | +33.1% | 0.03% | +16.7% |
| Q1 2021 | $106,000 | +11.6% | 2,822 | -87.5% | 0.02% | 0.0% |
| Q4 2020 | $95,000 | +90.0% | 22,638 | +1373.8% | 0.02% | +50.0% |
| Q3 2020 | $50,000 | +31.6% | 1,536 | +24.1% | 0.02% | +6.7% |
| Q2 2020 | $38,000 | – | 1,238 | – | 0.02% | – |
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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% |