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 | $8,979 | -2.7% | 167,656 | +0.5% | 0.50% | -2.5% |
| Q2 2023 | $9,227 | +3.1% | 166,807 | +1.8% | 0.51% | +0.2% |
| Q1 2023 | $8,950 | +6.4% | 163,930 | +6.2% | 0.51% | -0.2% |
| Q4 2022 | $8,411 | -99.9% | 154,359 | +29.0% | 0.51% | +21.6% |
| Q3 2022 | $6,128,000 | +6.7% | 119,633 | +15.5% | 0.42% | +5.8% |
| Q2 2022 | $5,745,000 | -0.0% | 103,613 | +10.7% | 0.40% | +9.6% |
| Q1 2022 | $5,746,000 | +8.5% | 93,585 | +11.7% | 0.36% | +13.4% |
| Q4 2021 | $5,296,000 | +18.6% | 83,811 | +11.9% | 0.32% | +9.6% |
| Q3 2021 | $4,465,000 | +26.6% | 74,906 | +28.6% | 0.29% | +23.6% |
| Q2 2021 | $3,528,000 | +2.1% | 58,250 | -2.1% | 0.24% | -0.8% |
| Q1 2021 | $3,457,000 | – | 59,481 | – | 0.24% | – |
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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% |