J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,760 | +27.5% | 32,859 | +31.7% | 0.54% | +37.1% |
| Q2 2023 | $1,380 | +23.3% | 24,943 | +21.7% | 0.39% | +20.9% |
| Q1 2023 | $1,119 | -0.3% | 20,498 | -0.5% | 0.33% | -4.1% |
| Q4 2022 | $1,122 | -99.9% | 20,598 | 0.0% | 0.34% | -1.2% |
| Q3 2022 | $1,055,000 | +2.3% | 20,598 | +10.8% | 0.34% | +11.7% |
| Q2 2022 | $1,031,000 | +13.9% | 18,598 | +26.2% | 0.31% | +29.4% |
| Q1 2022 | $905,000 | +29.7% | 14,738 | +33.4% | 0.24% | +31.5% |
| Q4 2021 | $698,000 | +7.4% | 11,050 | +1.4% | 0.18% | -1.6% |
| Q3 2021 | $650,000 | +257.1% | 10,900 | +263.3% | 0.18% | +247.2% |
| Q2 2021 | $182,000 | – | 3,000 | – | 0.05% | – |
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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% |