J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 106 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,458,633 | +4.2% | 27,546 | +4.1% | 0.34% | -0.6% |
| Q1 2024 | $1,399,551 | +0.1% | 26,471 | -9.4% | 0.34% | -12.4% |
| Q4 2023 | $1,397,764 | +14.5% | 29,204 | +3.6% | 0.39% | +4.3% |
| Q3 2023 | $1,220,263 | +6.5% | 28,201 | +9.0% | 0.37% | +5.7% |
| Q2 2023 | $1,145,393 | +174.5% | 25,867 | +155.6% | 0.35% | +143.8% |
| Q1 2023 | $417,249 | +80.3% | 10,120 | +69.5% | 0.14% | +46.9% |
| Q4 2022 | $231,376 | – | 5,971 | – | 0.10% | – |
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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% |