J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,007 | -21.0% | 10,325 | -18.3% | 0.23% | -16.2% |
| Q2 2023 | $700,064 | -0.5% | 12,638 | -1.3% | 0.28% | +6.1% |
| Q1 2023 | $703,557 | +2.4% | 12,806 | +2.5% | 0.26% | -0.8% |
| Q4 2022 | $687,200 | +50.4% | 12,488 | +39.8% | 0.26% | +41.2% |
| Q3 2022 | $457,000 | -9.1% | 8,930 | -1.5% | 0.19% | -2.1% |
| Q2 2022 | $503,000 | +124.6% | 9,068 | +148.5% | 0.19% | +151.3% |
| Q1 2022 | $224,000 | – | 3,649 | – | 0.08% | – |
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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% |