J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 198 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,512,597 | -6.3% | 198,244 | -4.5% | 1.51% | -5.1% |
| Q2 2023 | $9,086,994 | -6.5% | 207,513 | -12.2% | 1.59% | -8.9% |
| Q1 2023 | $9,719,430 | +4.0% | 236,310 | -0.0% | 1.75% | +2.0% |
| Q4 2022 | $9,346,544 | +11.6% | 236,382 | +3.5% | 1.71% | +1.8% |
| Q3 2022 | $8,376,000 | -2.9% | 228,423 | -0.2% | 1.68% | -0.4% |
| Q2 2022 | $8,622,000 | +43.5% | 228,891 | +63.2% | 1.69% | +54.0% |
| Q1 2022 | $6,008,000 | +78.7% | 140,284 | +72.4% | 1.10% | +77.8% |
| Q4 2021 | $3,363,000 | +11.1% | 81,349 | +10.4% | 0.62% | -9.1% |
| Q3 2021 | $3,028,000 | -2.4% | 73,668 | -2.8% | 0.68% | +12.6% |
| Q2 2021 | $3,101,000 | +6.2% | 75,808 | -2.1% | 0.60% | -7.9% |
| Q1 2021 | $2,921,000 | +4.9% | 77,432 | -0.2% | 0.66% | +5.0% |
| Q4 2020 | $2,785,000 | – | 77,620 | – | 0.62% | – |
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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% |