J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 84 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,192,707 | +146.8% | 281,782 | +152.5% | 0.89% | +371.3% |
| Q2 2023 | $4,941,294 | +1313.8% | 111,592 | +1216.4% | 0.19% | +1153.3% |
| Q1 2023 | $349,507 | +33.7% | 8,477 | +25.7% | 0.02% | +15.4% |
| Q4 2022 | $261,330 | +10.3% | 6,744 | +5.8% | 0.01% | -7.1% |
| Q2 2022 | $237,000 | +4.4% | 6,377 | +20.7% | 0.01% | +7.7% |
| Q1 2022 | $227,000 | -86.8% | 5,284 | -86.0% | 0.01% | -86.6% |
| Q4 2021 | $1,719,000 | +252.3% | 37,791 | +217.3% | 0.10% | +193.9% |
| Q3 2021 | $488,000 | +74.9% | 11,911 | +80.1% | 0.03% | +65.0% |
| Q2 2021 | $279,000 | – | 6,612 | – | 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% |