J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 130 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,149,405 | +7.3% | 21,707 | +7.2% | 0.04% | +115.8% |
| Q1 2024 | $1,070,712 | +20.4% | 20,252 | +11.8% | 0.02% | -34.5% |
| Q4 2023 | $889,602 | +15.7% | 18,122 | +2.0% | 0.03% | 0.0% |
| Q3 2023 | $769,091 | +4.2% | 17,774 | +6.7% | 0.03% | +7.4% |
| Q2 2023 | $737,827 | +16.8% | 16,663 | +8.8% | 0.03% | +8.0% |
| Q1 2023 | $631,451 | +4757.3% | 15,315 | +5005.0% | 0.02% | – |
| Q1 2022 | $13,000 | -7.1% | 300 | +0.3% | 0.00% | – |
| Q4 2021 | $14,000 | – | 299 | – | 0.00% | – |
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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% |