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 | $2,767,636 | -2.3% | 63,962 | -0.0% | 0.41% | -6.8% |
| Q2 2023 | $2,833,566 | -15.5% | 63,992 | -21.3% | 0.44% | -20.0% |
| Q1 2023 | $3,353,854 | -51.7% | 81,345 | -53.7% | 0.55% | -7.6% |
| Q4 2022 | $6,950,569 | +133.0% | 175,542 | +106.2% | 0.60% | 0.0% |
| Q3 2022 | $2,983,000 | +617.1% | 85,137 | +662.5% | 0.60% | +672.7% |
| Q2 2022 | $416,000 | +23.4% | 11,165 | +42.2% | 0.08% | +35.1% |
| Q1 2022 | $337,000 | -5.6% | 7,849 | 0.0% | 0.06% | -8.1% |
| Q4 2021 | $357,000 | +11.2% | 7,849 | 0.0% | 0.06% | +6.9% |
| Q3 2021 | $321,000 | 0.0% | 7,849 | 0.0% | 0.06% | -6.5% |
| Q2 2021 | $321,000 | +8.4% | 7,849 | 0.0% | 0.06% | +5.1% |
| Q1 2021 | $296,000 | +5.0% | 7,849 | 0.0% | 0.06% | -3.3% |
| Q4 2020 | $282,000 | -12.4% | 7,849 | -20.8% | 0.06% | -23.8% |
| Q3 2020 | $322,000 | +6.6% | 9,914 | 0.0% | 0.08% | -9.1% |
| Q2 2020 | $302,000 | +19.4% | 9,914 | 0.0% | 0.09% | -4.3% |
| Q1 2020 | $253,000 | – | 9,914 | – | 0.09% | – |
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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% |