J P MORGAN EXCHANGE-TRADED F's ticker is JQUA and the CUSIP is 46641Q761. A total of 50 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $366,000 | -26.1% | 10,446 | -21.5% | 0.02% | -27.6% |
| Q2 2022 | $495,000 | -17.6% | 13,300 | -5.1% | 0.03% | 0.0% |
| Q1 2022 | $601,000 | -9.4% | 14,013 | -3.8% | 0.03% | -56.7% |
| Q4 2021 | $663,000 | +15.5% | 14,569 | +3.9% | 0.07% | +123.3% |
| Q3 2021 | $574,000 | -8.9% | 14,028 | -9.0% | 0.03% | +3.4% |
| Q2 2021 | $630,000 | +21.2% | 15,414 | +11.8% | 0.03% | +7.4% |
| Q1 2021 | $520,000 | +7.7% | 13,788 | +2.4% | 0.03% | -74.8% |
| Q4 2020 | $483,000 | +732.8% | 13,468 | +652.4% | 0.11% | +2575.0% |
| Q3 2020 | $58,000 | – | 1,790 | – | 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% |