J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,104,000 | +7.4% | 169,973 | +10.9% | 0.57% | +20.7% |
| Q2 2023 | $8,478,000 | +224126.4% | 153,228 | +121.3% | 0.47% | +62.0% |
| Q1 2023 | $3,781 | +5.0% | 69,245 | +5.0% | 0.29% | +25.3% |
| Q4 2022 | $3,601 | -99.8% | 65,972 | +48.4% | 0.23% | +1.3% |
| Q3 2022 | $2,277,000 | +142.5% | 44,456 | +201.4% | 0.23% | +325.9% |
| Q4 2021 | $939,000 | +27.2% | 14,752 | +19.1% | 0.05% | +8.0% |
| Q3 2021 | $738,000 | -16.1% | 12,384 | -14.8% | 0.05% | -13.8% |
| Q2 2021 | $880,000 | -53.4% | 14,532 | -54.1% | 0.06% | -12.1% |
| Q1 2021 | $1,887,000 | +188600.0% | 31,683 | +131912.5% | 0.07% | – |
| Q4 2020 | $1,000 | -99.9% | 24 | -99.9% | 0.00% | -100.0% |
| Q3 2020 | $1,375,000 | – | 25,788 | – | 0.07% | – |
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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% |