J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 59 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,557 | -1.0% | 498,193 | +1.3% | 0.04% | +2.3% |
| Q2 2023 | $21,771 | +17.3% | 491,670 | +9.2% | 0.04% | +12.8% |
| Q1 2023 | $18,566 | +178.6% | 450,316 | +161.8% | 0.04% | +143.8% |
| Q4 2022 | $6,665 | -99.8% | 172,005 | +102.2% | 0.02% | +100.0% |
| Q3 2022 | $2,980,000 | -5.1% | 85,052 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $3,140,000 | -31.4% | 84,332 | -21.0% | 0.01% | -20.0% |
| Q1 2022 | $4,579,000 | -3.0% | 106,801 | +2.9% | 0.01% | -9.1% |
| Q4 2021 | $4,723,000 | +25.6% | 103,810 | +13.0% | 0.01% | +22.2% |
| Q3 2021 | $3,761,000 | -0.4% | 91,906 | -0.5% | 0.01% | -10.0% |
| Q2 2021 | $3,776,000 | -47.0% | 92,324 | -51.2% | 0.01% | -50.0% |
| Q1 2021 | $7,130,000 | -0.9% | 189,045 | -5.8% | 0.02% | -9.1% |
| Q4 2020 | $7,197,000 | +34.1% | 200,596 | +21.3% | 0.02% | +22.2% |
| Q3 2020 | $5,367,000 | +5.2% | 165,405 | -1.4% | 0.02% | -5.3% |
| Q2 2020 | $5,103,000 | +43.2% | 167,719 | +20.0% | 0.02% | +11.8% |
| Q1 2020 | $3,563,000 | – | 139,754 | – | 0.02% | – |
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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% |