J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,407 | +27.3% | 138,285 | +31.5% | 0.02% | +26.3% |
| Q2 2023 | $5,819 | +13.6% | 105,165 | +12.1% | 0.02% | +11.8% |
| Q1 2023 | $5,123 | +173.5% | 93,827 | +172.9% | 0.02% | +142.9% |
| Q4 2022 | $1,873 | -99.8% | 34,379 | +73.9% | 0.01% | +75.0% |
| Q3 2022 | $1,013,000 | +20.6% | 19,768 | +30.4% | 0.00% | +33.3% |
| Q2 2022 | $840,000 | +20.0% | 15,154 | +32.9% | 0.00% | +50.0% |
| Q1 2022 | $700,000 | +18.8% | 11,405 | +22.3% | 0.00% | 0.0% |
| Q4 2021 | $589,000 | +10.7% | 9,325 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $532,000 | – | 8,925 | – | 0.00% | – |
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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% |