J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 5 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 659,609 | $29,207,503 | 9.95% |
| Sage Mountain Advisors LLC | 1,296,586 | $57,412,812 | 8.18% |
| REDW Wealth LLC | 540,969 | $23,954,104 | 7.17% |
| Levy Wealth Management Group, LLC | 542,010 | $24,000,221 | 7.11% |
| Roof Eidam Maycock Peralta, LLC | 477,489 | $21,143,204 | 7.08% |
| SHEPHERD KAPLAN KROCHUK, LLC | 131,580 | $5,826,382 | 4.61% |
| FIRST CITIZENS BANK & TRUST CO | 5,659,663 | $250,609,876 | 4.61% |
| First Citizens Asset Management, Inc. | 249,645 | $11,054,281 | 4.52% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 113,203 | $5,012,642 | 4.48% |
| Hamilton Capital, LLC | 1,354,232 | $59,965,393 | 4.18% |