J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 130 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,163 | -5.5% | 24,894 | -3.3% | 0.05% | -1.8% |
| Q2 2023 | $1,140,033 | -9.9% | 25,746 | -16.1% | 0.06% | -29.5% |
| Q1 2023 | $1,265,390 | +2.5% | 30,691 | -3.7% | 0.08% | -11.4% |
| Q4 2022 | $1,235,079 | -39.0% | 31,873 | -44.8% | 0.09% | -47.3% |
| Q3 2022 | $2,025,000 | +105.4% | 57,788 | +118.4% | 0.17% | +103.7% |
| Q2 2022 | $986,000 | +5.3% | 26,465 | +21.3% | 0.08% | +22.4% |
| Q1 2022 | $936,000 | – | 21,818 | – | 0.07% | – |
Download | ||||||
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% |