J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 199 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $90,901,915 | +11.4% | 1,716,750 | +11.3% | 8.40% | -0.9% |
| Q1 2024 | $81,573,225 | +15.0% | 1,542,902 | +4.1% | 8.48% | +3.1% |
| Q4 2023 | $70,909,818 | +16.9% | 1,481,609 | +5.7% | 8.23% | -1.4% |
| Q3 2023 | $60,635,263 | +5.6% | 1,401,323 | +8.1% | 8.34% | +1.9% |
| Q2 2023 | $57,412,812 | +16.5% | 1,296,586 | +8.5% | 8.18% | +3.0% |
| Q1 2023 | $49,289,603 | +31.3% | 1,195,479 | +23.4% | 7.95% | -6.9% |
| Q4 2022 | $37,552,931 | +3283.1% | 969,108 | +2960.0% | 8.54% | +2795.3% |
| Q3 2022 | $1,110,000 | – | 31,670 | – | 0.30% | – |
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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% |