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 | $98,430 | +227.8% | 1,838 | +238.5% | 0.05% | +261.5% |
| Q2 2023 | $30,031 | +158.5% | 543 | +154.9% | 0.01% | +116.7% |
| Q1 2023 | $11,617 | +0.2% | 213 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,593 | -44.8% | 213 | -48.4% | 0.01% | -45.5% |
| Q3 2022 | $21,000 | -8.7% | 413 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -72.0% | 413 | -68.9% | 0.01% | -67.6% |
| Q1 2022 | $82,000 | -86.0% | 1,330 | -85.7% | 0.03% | -85.3% |
| Q4 2021 | $587,000 | +187.7% | 9,292 | +171.5% | 0.23% | +153.8% |
| Q3 2021 | $204,000 | -1.0% | 3,422 | +0.4% | 0.09% | -7.1% |
| Q2 2021 | $206,000 | – | 3,409 | – | 0.10% | – |
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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% |