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 | $68,417,847 | -7.4% | 1,581,185 | -5.3% | 0.01% | 0.0% |
| Q2 2023 | $73,897,010 | +75.7% | 1,668,858 | +63.6% | 0.01% | +60.0% |
| Q1 2023 | $42,054,213 | +120742.0% | 1,019,999 | +13.6% | 0.01% | 0.0% |
| Q4 2022 | $34,801 | -99.9% | 898,094 | +7.4% | 0.01% | +25.0% |
| Q3 2022 | $29,309,000 | -32.9% | 836,464 | -28.7% | 0.00% | -33.3% |
| Q2 2022 | $43,705,000 | +15678.0% | 1,173,607 | +18061.7% | 0.01% | – |
| Q1 2022 | $277,000 | -5.8% | 6,462 | 0.0% | 0.00% | – |
| Q4 2021 | $294,000 | +11.4% | 6,462 | 0.0% | 0.00% | – |
| Q3 2021 | $264,000 | -86.6% | 6,462 | -86.6% | 0.00% | – |
| Q2 2021 | $1,973,000 | -92.2% | 48,232 | -94.0% | 0.00% | -100.0% |
| Q4 2019 | $25,142,000 | -14.6% | 803,000 | -19.8% | 0.01% | -16.7% |
| Q3 2019 | $29,435,000 | +2.3% | 1,001,572 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,787,000 | +1.8% | 1,001,572 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $28,265,000 | +14.2% | 1,001,572 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $24,755,000 | -12.4% | 998,000 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $28,268,000 | +7.2% | 998,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $26,362,000 | +2.9% | 998,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $25,609,000 | -1.6% | 998,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $26,028,000 | – | 998,000 | – | 0.01% | – |
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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% |