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 | $3,628,185 | +7.0% | 67,741 | +10.6% | 0.30% | +7.4% |
| Q2 2023 | $3,390,038 | +24.7% | 61,269 | +23.0% | 0.28% | +18.3% |
| Q1 2023 | $2,718,907 | +118.0% | 49,797 | +117.6% | 0.24% | +98.3% |
| Q4 2022 | $1,246,939 | +5.1% | 22,884 | -1.1% | 0.12% | -3.2% |
| Q3 2022 | $1,186,000 | +17.3% | 23,148 | +26.9% | 0.12% | +19.0% |
| Q2 2022 | $1,011,000 | +55.5% | 18,236 | +72.0% | 0.10% | +75.0% |
| Q1 2022 | $650,000 | +17.5% | 10,600 | +21.1% | 0.06% | +22.4% |
| Q4 2021 | $553,000 | +14.5% | 8,752 | +8.0% | 0.05% | +4.3% |
| Q3 2021 | $483,000 | – | 8,100 | – | 0.05% | – |
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% |