J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,678,955 | -7.9% | 161,529 | -5.1% | 1.56% | -5.7% |
| Q2 2023 | $9,419,973 | -3.8% | 170,251 | -5.1% | 1.66% | -9.4% |
| Q1 2023 | $9,792,468 | +10.3% | 179,349 | +10.4% | 1.83% | -0.5% |
| Q4 2022 | $8,879,049 | +16.7% | 162,493 | +9.4% | 1.84% | +5.0% |
| Q3 2022 | $7,611,000 | +1.0% | 148,568 | +9.4% | 1.75% | +10.1% |
| Q2 2022 | $7,533,000 | +18.4% | 135,845 | +31.1% | 1.59% | +38.8% |
| Q1 2022 | $6,363,000 | +4.6% | 103,635 | +7.6% | 1.14% | +7.0% |
| Q4 2021 | $6,086,000 | +141.8% | 96,317 | +128.1% | 1.07% | +74.8% |
| Q3 2021 | $2,517,000 | +35.1% | 42,230 | +37.0% | 0.61% | +28.9% |
| Q2 2021 | $1,863,000 | – | 30,825 | – | 0.47% | – |
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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% |