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 | $8,560,233 | -3.5% | 159,825 | -0.3% | 0.18% | -5.6% |
Q2 2023 | $8,872,779 | -3.1% | 160,361 | -4.3% | 0.20% | -8.8% |
Q1 2023 | $9,152,823 | +144.2% | 167,634 | +143.7% | 0.22% | +97.2% |
Q4 2022 | $3,747,518 | +27.2% | 68,774 | +19.6% | 0.11% | 0.0% |
Q3 2022 | $2,947,000 | -1.6% | 57,519 | +6.5% | 0.11% | -15.5% |
Q2 2022 | $2,995,000 | -17.5% | 54,009 | -8.7% | 0.13% | -5.8% |
Q1 2022 | $3,630,000 | +613.2% | 59,131 | +634.1% | 0.14% | +661.1% |
Q4 2021 | $509,000 | +143.5% | 8,055 | +130.2% | 0.02% | +125.0% |
Q3 2021 | $209,000 | – | 3,499 | – | 0.01% | – |
Download |
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% |