J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,037,365 | -7.3% | 206,075 | -4.3% | 0.52% | -15.7% |
| Q2 2023 | $11,908,285 | +6.8% | 215,223 | +5.4% | 0.62% | -5.4% |
| Q1 2023 | $11,152,225 | +7.9% | 204,253 | +7.7% | 0.65% | -7.4% |
| Q4 2022 | $10,332,842 | +17.7% | 189,628 | +10.7% | 0.70% | +5.4% |
| Q3 2022 | $8,777,000 | +8.1% | 171,331 | +17.0% | 0.67% | +7.2% |
| Q2 2022 | $8,123,000 | +35.1% | 146,486 | +49.6% | 0.62% | +48.9% |
| Q1 2022 | $6,013,000 | +34.8% | 97,931 | +38.7% | 0.42% | +31.3% |
| Q4 2021 | $4,462,000 | +43.0% | 70,606 | +34.9% | 0.32% | +35.7% |
| Q3 2021 | $3,121,000 | +39.8% | 52,357 | +42.1% | 0.24% | +32.8% |
| Q2 2021 | $2,232,000 | – | 36,851 | – | 0.18% | – |
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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% |