J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,257,007 | +0.3% | 191,505 | +3.6% | 2.47% | -0.1% |
| Q2 2023 | $10,224,946 | +19.7% | 184,799 | +17.3% | 2.47% | +9.5% |
| Q1 2023 | $8,542,146 | +11.1% | 157,575 | +11.6% | 2.26% | +11.1% |
| Q4 2022 | $7,690,821 | +7.1% | 141,142 | +0.7% | 2.03% | -4.8% |
| Q3 2022 | $7,179,000 | -6.8% | 140,136 | +4.5% | 2.13% | +8.6% |
| Q2 2022 | $7,704,000 | +156.9% | 134,149 | +174.7% | 1.96% | +173.6% |
| Q1 2022 | $2,999,000 | +1.5% | 48,836 | +4.4% | 0.72% | -15.0% |
| Q4 2021 | $2,955,000 | +27.7% | 46,762 | +20.5% | 0.84% | +11.5% |
| Q3 2021 | $2,314,000 | +1017.9% | 38,822 | +1036.5% | 0.76% | +997.1% |
| Q2 2021 | $207,000 | – | 3,416 | – | 0.07% | – |
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% |