Concorde Asset Management, LLC - J P MORGAN EXCHANGE TRADED F ownership

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J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q1 2023$3,036,524
+32.4%
55,614
+32.1%
3.60%
+76.3%
Q4 2022$2,293,975
+384.0%
42,099
+354.7%
2.04%
+284.6%
Q3 2022$474,000
-82.1%
9,259
-78.5%
0.53%
-69.7%
Q1 2022$2,641,000–43,009–1.75%–
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Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q2 2022
NameSharesValueWeighting ↓
StrongBox Wealth, LLC 146,371$8,047,4784.70%
Selective Wealth Management, Inc. 145,487$7,971,2574.02%
Richard P Slaughter Associates Inc 251,277$13,815,2093.42%
High Net Worth Advisory Group LLC 126,693$6,965,9372.59%
Lowe Wealth Advisors, LLC 86,213$4,739,9762.34%
CHANNEL WEALTH LLC 70,387$3,869,8691.83%
Fragasso Group Inc. 349,612$19,221,6751.75%
EisnerAmper Wealth Management Corporate Benefits, LLC 79,233$4,3561.59%
Capital Investment Advisors, LLC 743,052$40,853,0151.02%
APPLETON PARTNERS INC/MA 213,852$11,7580.95%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders