J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,756,764 | +87.5% | 31,953 | +82.7% | 0.90% | +51.3% |
Q3 2023 | $936,951 | -15.1% | 17,493 | -12.3% | 0.60% | -6.1% |
Q2 2023 | $1,104,009 | -23.3% | 19,953 | -24.3% | 0.64% | -21.6% |
Q1 2023 | $1,440,089 | +16.9% | 26,375 | +16.7% | 0.81% | +13.1% |
Q4 2022 | $1,231,695 | -3.2% | 22,604 | -9.0% | 0.72% | -56.3% |
Q3 2022 | $1,272,000 | +117.8% | 24,831 | +135.6% | 1.64% | +159.5% |
Q2 2022 | $584,000 | +27.8% | 10,538 | +41.4% | 0.63% | +69.1% |
Q1 2022 | $457,000 | – | 7,450 | – | 0.38% | – |
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% |