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 | $94,077 | +156.2% | 2,174 | +162.2% | 0.00% | – |
| Q2 2023 | $36,715 | +97.0% | 829 | +83.4% | 0.00% | – |
| Q1 2023 | $18,636 | +82.2% | 452 | +71.2% | 0.00% | – |
| Q4 2022 | $10,230 | +27.9% | 264 | +22.2% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 216 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 216 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 216 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 216 | -2.3% | 0.00% | – |
| Q3 2021 | $9,000 | +800.0% | 221 | +513.9% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 36 | +3500.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 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% |