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 | $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 | 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% |