GREAT VALLEY ADVISOR GROUP, INC. - J P MORGAN EXCHANGE TRADED F ownership

J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$1,763,997
+19.7%
32,928
+23.6%
0.07%
+17.7%
Q2 2023$1,473,415
+25.6%
26,637
+23.9%
0.06%
+12.7%
Q1 2023$1,173,167
+87.8%
21,495
+87.4%
0.06%
+71.9%
Q4 2022$624,75711,4690.03%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
LEE JOHNSON CAPITAL MANAGEMENT, LLC 665,818$36,353,66237.56%
Requisite Capital Management, LLC 2,063,842$112,685,79234.71%
Ergawealth Advisors, Inc. 490,522$26,782,50821.80%
Eaton Financial Holdings Company, LLC 499,960$27,297,81021.35%
Moss Adams Wealth Advisors LLC 877,222$47,896,33616.32%
American Planning Services, Inc. 423,419$23,118,69815.68%
Lebenthal Global Advisors, LLC 910,780$49,728,60115.23%
Financial Services Advisory Inc 416,478$22,739,69914.90%
Cornerstone Advisory, LLC 1,499,012$81,846,06414.74%
Leverty Financial Group, LLC 599,512$32,733,35812.85%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders