GoalVest Advisory LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
GoalVest Advisory LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q4 2023$9,926,786
+17.7%
207,413
+6.4%
4.37%
+3.3%
Q3 2023$8,434,967
+15.1%
194,938
+17.8%
4.23%
+11.7%
Q2 2023$7,330,023
+83.0%
165,538
+70.3%
3.78%
+61.2%
Q1 2023$4,006,02097,1782.35%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
Vertex Planning Partners, LLC 637,948$27,603,9899.50%
Sage Mountain Advisors LLC 1,401,323$60,635,2638.34%
REDW Wealth LLC 575,189$24,888,4257.67%
Levy Wealth Management Group, LLC 545,009$23,582,5397.31%
Roof Eidam Maycock Peralta, LLC 491,958$21,287,0327.01%
FIRST CITIZENS BANK & TRUST CO 7,175,361$310,477,8706.05%
Cobblestone Asset Management LLC 165,864$7,176,9355.90%
First Citizens Asset Management, Inc. 315,582$13,655,2335.80%
ST GERMAIN D J CO INC 2,177,713$94,229,6425.30%
SHEPHERD KAPLAN KROCHUK, LLC 130,558$5,649,2574.91%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders