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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $444,660 | -30.0% | 10,042 | -34.8% | 0.00% | – |
| Q1 2023 | $634,983 | +51.6% | 15,401 | +42.5% | 0.00% | – |
| Q4 2022 | $418,849 | -73.1% | 10,809 | -70.3% | 0.00% | – |
| Q1 2022 | $1,558,000 | +20.0% | 36,335 | +27.3% | 0.00% | – |
| Q4 2021 | $1,298,000 | -87.3% | 28,537 | -88.6% | 0.00% | -100.0% |
| Q3 2021 | $10,226,000 | +1419.5% | 249,838 | +1103.8% | 0.00% | – |
| Q3 2020 | $673,000 | +6.5% | 20,754 | 0.0% | 0.00% | – |
| Q2 2020 | $632,000 | +11.3% | 20,754 | +14.5% | 0.00% | – |
| Q4 2019 | $568,000 | +6.6% | 18,129 | 0.0% | 0.00% | – |
| Q3 2019 | $533,000 | -53.7% | 18,129 | -54.6% | 0.00% | – |
| Q2 2019 | $1,152,000 | – | 39,900 | – | 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% |