J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,349,924 | -7.0% | 454,629 | -3.9% | 0.66% | +12.3% |
| Q2 2023 | $26,177,795 | +7.6% | 473,121 | +6.1% | 0.59% | -9.4% |
| Q1 2023 | $24,336,296 | +27.9% | 445,720 | +28.9% | 0.65% | +21.6% |
| Q4 2022 | $19,033,725 | +27.0% | 345,724 | +18.1% | 0.53% | +17.7% |
| Q3 2022 | $14,992,000 | +799.9% | 292,646 | +874.1% | 0.45% | +547.1% |
| Q2 2022 | $1,666,000 | +7.2% | 30,044 | +18.8% | 0.07% | +37.3% |
| Q1 2022 | $1,554,000 | +0.3% | 25,300 | +3.2% | 0.05% | +13.3% |
| Q4 2021 | $1,549,000 | +27.3% | 24,507 | +20.1% | 0.04% | +15.4% |
| Q3 2021 | $1,217,000 | +51.4% | 20,405 | +53.8% | 0.04% | +50.0% |
| Q2 2021 | $804,000 | – | 13,267 | – | 0.03% | – |
Download | ||||||
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% |