J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,898,694 | +15.2% | 43,880 | +17.9% | 0.01% | +10.0% |
| Q2 2023 | $1,648,545 | +4.4% | 37,230 | -2.8% | 0.01% | 0.0% |
| Q1 2023 | $1,578,411 | +71.2% | 38,283 | +60.9% | 0.01% | +42.9% |
| Q4 2022 | $922,182 | +11.8% | 23,798 | +1.1% | 0.01% | 0.0% |
| Q3 2022 | $825,000 | -11.9% | 23,547 | -6.3% | 0.01% | 0.0% |
| Q2 2022 | $936,000 | -29.3% | 25,128 | -18.6% | 0.01% | -22.2% |
| Q1 2022 | $1,324,000 | -24.8% | 30,873 | -20.2% | 0.01% | -25.0% |
| Q4 2021 | $1,760,000 | -7.1% | 38,689 | -16.5% | 0.01% | -25.0% |
| Q3 2021 | $1,895,000 | -7.3% | 46,309 | -7.3% | 0.02% | -11.1% |
| Q2 2021 | $2,044,000 | +7.0% | 49,969 | -1.4% | 0.02% | -5.3% |
| Q1 2021 | $1,911,000 | +20.2% | 50,675 | +14.3% | 0.02% | +5.6% |
| Q4 2020 | $1,590,000 | +12.5% | 44,323 | +1.8% | 0.02% | -10.0% |
| Q3 2020 | $1,413,000 | -12.6% | 43,555 | -18.0% | 0.02% | -20.0% |
| Q2 2020 | $1,616,000 | +579.0% | 53,117 | +468.5% | 0.02% | +400.0% |
| Q1 2020 | $238,000 | – | 9,343 | – | 0.01% | – |
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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% |