J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,001,837 | -3.5% | 37,376 | -0.3% | 0.71% | +5.8% |
| Q2 2023 | $2,073,989 | -45.3% | 37,484 | -46.0% | 0.67% | +2.7% |
| Q1 2023 | $3,790,988 | +217.2% | 69,432 | +216.5% | 0.66% | +52.9% |
| Q4 2022 | $1,195,225 | +10.0% | 21,935 | +3.3% | 0.43% | +5.9% |
| Q3 2022 | $1,087,000 | -4.6% | 21,226 | +3.3% | 0.40% | -1.0% |
| Q2 2022 | $1,139,000 | -4.7% | 20,540 | +5.5% | 0.41% | +14.9% |
| Q1 2022 | $1,195,000 | +51.6% | 19,468 | +56.2% | 0.36% | +61.8% |
| Q4 2021 | $788,000 | +28.1% | 12,467 | +20.7% | 0.22% | +14.0% |
| Q3 2021 | $615,000 | +8.8% | 10,325 | +10.7% | 0.19% | +16.3% |
| Q2 2021 | $565,000 | +125.1% | 9,325 | +115.6% | 0.17% | +112.8% |
| Q1 2021 | $251,000 | +4.1% | 4,325 | 0.0% | 0.08% | -8.2% |
| Q4 2020 | $241,000 | – | 4,325 | – | 0.08% | – |
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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% |