J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,068,017 | -4.0% | 75,953 | -0.9% | 1.52% | -5.9% |
| Q2 2023 | $4,239,477 | +11.3% | 76,622 | +9.8% | 1.61% | +14.2% |
| Q1 2023 | $3,808,575 | +10.4% | 69,754 | +10.1% | 1.41% | +5.7% |
| Q4 2022 | $3,450,973 | -0.9% | 63,332 | -6.8% | 1.34% | -7.9% |
| Q3 2022 | $3,482,000 | +0.3% | 67,963 | +8.5% | 1.45% | +10.3% |
| Q2 2022 | $3,473,000 | -15.1% | 62,630 | -6.0% | 1.32% | -2.7% |
| Q1 2022 | $4,090,000 | -8.5% | 66,612 | -5.8% | 1.35% | -8.0% |
| Q4 2021 | $4,469,000 | +56.0% | 70,726 | +47.2% | 1.47% | +48.5% |
| Q3 2021 | $2,864,000 | +26.6% | 48,053 | +28.7% | 0.99% | +26.3% |
| Q2 2021 | $2,262,000 | +38.1% | 37,347 | +32.5% | 0.78% | +26.7% |
| Q1 2021 | $1,638,000 | +33.5% | 28,189 | +28.1% | 0.62% | +27.1% |
| Q4 2020 | $1,227,000 | +75.0% | 22,011 | +67.4% | 0.49% | +59.7% |
| Q3 2020 | $701,000 | – | 13,145 | – | 0.30% | – |
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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% |