J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,964,503 | -33.1% | 36,679 | -30.9% | 0.09% | -30.6% |
| Q2 2023 | $2,936,171 | -3.7% | 53,067 | -5.0% | 0.12% | -10.1% |
| Q1 2023 | $3,049,427 | +53958.3% | 55,850 | -46.0% | 0.14% | -9.2% |
| Q4 2022 | $5,641 | -99.8% | 103,518 | +105.6% | 0.15% | -12.1% |
| Q3 2022 | $2,580,000 | +35.8% | 50,356 | +62.7% | 0.17% | +66.3% |
| Q1 2022 | $1,900,000 | +93.7% | 30,943 | +99.4% | 0.10% | +108.0% |
| Q4 2021 | $981,000 | +71.5% | 15,516 | +61.6% | 0.05% | +56.2% |
| Q3 2021 | $572,000 | – | 9,599 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| StrongBox Wealth, LLC | 146,371 | $8,047,478 | 4.70% |
| Selective Wealth Management, Inc. | 145,487 | $7,971,257 | 4.02% |
| Richard P Slaughter Associates Inc | 251,277 | $13,815,209 | 3.42% |
| High Net Worth Advisory Group LLC | 126,693 | $6,965,937 | 2.59% |
| Lowe Wealth Advisors, LLC | 86,213 | $4,739,976 | 2.34% |
| CHANNEL WEALTH LLC | 70,387 | $3,869,869 | 1.83% |
| Fragasso Group Inc. | 349,612 | $19,221,675 | 1.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 79,233 | $4,356 | 1.59% |
| Capital Investment Advisors, LLC | 743,052 | $40,853,015 | 1.02% |
| APPLETON PARTNERS INC/MA | 213,852 | $11,758 | 0.95% |