J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,742 | +56.2% | 10,283 | +61.3% | 0.07% | +65.0% |
| Q2 2023 | $352,648 | +60.3% | 6,374 | +58.2% | 0.04% | +53.8% |
| Q1 2023 | $219,929 | +14.3% | 4,028 | +14.1% | 0.03% | +8.3% |
| Q4 2022 | $192,404 | +6.3% | 3,531 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $181,000 | -7.7% | 3,531 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $196,000 | -9.7% | 3,531 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $217,000 | -2.7% | 3,531 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $223,000 | – | 3,531 | – | 0.03% | – |
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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% |