J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,670,341 | -3.8% | 49,857 | -0.6% | 0.60% | +0.7% |
| Q2 2023 | $2,774,966 | +12.0% | 50,153 | +10.5% | 0.60% | +7.3% |
| Q1 2023 | $2,478,403 | +17.6% | 45,392 | +17.3% | 0.56% | +18.9% |
| Q4 2022 | $2,108,000 | -0.8% | 38,686 | -6.7% | 0.47% | -12.9% |
| Q3 2022 | $2,124,000 | -2.9% | 41,470 | +5.1% | 0.54% | 0.0% |
| Q2 2022 | $2,188,000 | +3.1% | 39,456 | +14.2% | 0.54% | +18.4% |
| Q1 2022 | $2,122,000 | +10.2% | 34,551 | +13.4% | 0.46% | +13.1% |
| Q4 2021 | $1,925,000 | +196.2% | 30,465 | +179.2% | 0.40% | +165.8% |
| Q3 2021 | $650,000 | +200.9% | 10,910 | +206.5% | 0.15% | +198.0% |
| Q2 2021 | $216,000 | – | 3,559 | – | 0.05% | – |
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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% |