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 | $8,990,115 | +8.0% | 167,851 | +11.6% | 2.99% | +12.3% |
| Q2 2023 | $8,322,476 | +7.8% | 150,415 | +6.4% | 2.66% | -5.6% |
| Q1 2023 | $7,717,412 | +18.2% | 141,345 | +18.0% | 2.82% | +8.0% |
| Q4 2022 | $6,527,036 | -5.5% | 119,784 | -11.2% | 2.61% | -8.1% |
| Q3 2022 | $6,909,000 | -3.2% | 134,869 | +4.8% | 2.84% | +0.2% |
| Q2 2022 | $7,138,000 | +16.9% | 128,735 | +29.5% | 2.83% | +37.4% |
| Q1 2022 | $6,105,000 | +11.8% | 99,434 | +15.1% | 2.06% | +15.1% |
| Q4 2021 | $5,459,000 | +18.1% | 86,384 | +11.4% | 1.79% | +6.7% |
| Q3 2021 | $4,621,000 | -3.1% | 77,523 | -1.6% | 1.68% | -18.8% |
| Q2 2021 | $4,770,000 | +14.8% | 78,750 | +10.1% | 2.07% | +12.3% |
| Q1 2021 | $4,156,000 | +66.8% | 71,512 | +60.0% | 1.84% | +51.9% |
| Q4 2020 | $2,491,000 | +829.5% | 44,682 | +790.1% | 1.21% | +667.7% |
| Q3 2020 | $268,000 | – | 5,020 | – | 0.16% | – |
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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% |