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 | $9,883,296 | -3.8% | 184,528 | -0.6% | 2.67% | -4.5% |
| Q2 2023 | $10,276,692 | +3.3% | 185,735 | +1.9% | 2.79% | +0.1% |
| Q1 2023 | $9,947,241 | +2.0% | 182,184 | +1.8% | 2.79% | -3.8% |
| Q4 2022 | $9,750,350 | +7.0% | 178,938 | +0.6% | 2.90% | -3.9% |
| Q3 2022 | $9,116,000 | -30.7% | 177,943 | -25.0% | 3.02% | -29.9% |
| Q2 2022 | $13,152,000 | -1.1% | 237,184 | +9.5% | 4.30% | +4.0% |
| Q1 2022 | $13,296,000 | +2.9% | 216,554 | +2.3% | 4.14% | -4.0% |
| Q4 2021 | $12,917,000 | +11.0% | 211,782 | +8.5% | 4.31% | +0.5% |
| Q3 2021 | $11,637,000 | +28.2% | 195,215 | +30.3% | 4.29% | +18.1% |
| Q2 2021 | $9,075,000 | +64.2% | 149,832 | +57.5% | 3.63% | +40.6% |
| Q1 2021 | $5,528,000 | +9.2% | 95,118 | +4.7% | 2.58% | +2.8% |
| Q4 2020 | $5,064,000 | +108.9% | 90,832 | +99.8% | 2.51% | +76.7% |
| Q3 2020 | $2,424,000 | – | 45,460 | – | 1.42% | – |
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% |