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 | $1,649,103 | -7.5% | 31,162 | -4.0% | 0.55% | -9.0% |
| Q2 2023 | $1,783,093 | -1.4% | 32,453 | -2.1% | 0.61% | -5.7% |
| Q1 2023 | $1,807,527 | -37.7% | 33,137 | -37.0% | 0.65% | -50.2% |
| Q4 2022 | $2,901,927 | +63.6% | 52,581 | +51.5% | 1.30% | +45.1% |
| Q3 2022 | $1,774,000 | -8.7% | 34,701 | -0.7% | 0.89% | -9.8% |
| Q2 2022 | $1,943,000 | -30.7% | 34,929 | -23.1% | 0.99% | -23.1% |
| Q1 2022 | $2,803,000 | -28.0% | 45,423 | -29.9% | 1.29% | -18.8% |
| Q4 2021 | $3,891,000 | -1.8% | 64,768 | +0.3% | 1.59% | +16.9% |
| Q3 2021 | $3,964,000 | +8.4% | 64,559 | +9.2% | 1.36% | +1.2% |
| Q2 2021 | $3,656,000 | +427.6% | 59,097 | +403.1% | 1.34% | +380.6% |
| Q1 2021 | $693,000 | -6.6% | 11,746 | -11.1% | 0.28% | -9.4% |
| Q4 2020 | $742,000 | – | 13,208 | – | 0.31% | – |
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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% |