J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,011,481 | -1.7% | 18,885 | +1.6% | 0.39% | -0.8% |
| Q2 2023 | $1,028,751 | -0.4% | 18,593 | -1.7% | 0.39% | -15.3% |
| Q1 2023 | $1,033,251 | -3.4% | 18,924 | -3.6% | 0.46% | -9.6% |
| Q4 2022 | $1,069,693 | -6.2% | 19,631 | -11.9% | 0.51% | -0.8% |
| Q3 2022 | $1,141,000 | -9.9% | 22,279 | -2.4% | 0.51% | -1.2% |
| Q2 2022 | $1,266,000 | -13.6% | 22,831 | -4.4% | 0.52% | +5.7% |
| Q1 2022 | $1,466,000 | +16.8% | 23,887 | +20.3% | 0.49% | +32.8% |
| Q4 2021 | $1,255,000 | +40.2% | 19,860 | +32.2% | 0.37% | +25.9% |
| Q3 2021 | $895,000 | +25.7% | 15,020 | +27.7% | 0.29% | +28.5% |
| Q2 2021 | $712,000 | – | 11,761 | – | 0.23% | – |
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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% |