J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,054,361 | -2.8% | 38,356 | +0.4% | 0.96% | +1.7% |
| Q2 2023 | $2,113,571 | +1.1% | 38,199 | -0.3% | 0.95% | -5.2% |
| Q1 2023 | $2,091,606 | -10.9% | 38,308 | -11.1% | 1.00% | -12.8% |
| Q4 2022 | $2,348,407 | +0.6% | 43,098 | -5.4% | 1.15% | -18.1% |
| Q3 2022 | $2,334,000 | -9.5% | 45,562 | -2.0% | 1.40% | -7.7% |
| Q2 2022 | $2,579,000 | -7.1% | 46,509 | +2.9% | 1.52% | +3.7% |
| Q1 2022 | $2,776,000 | +4.3% | 45,214 | +7.4% | 1.46% | +14.5% |
| Q4 2021 | $2,661,000 | +2.3% | 42,109 | -3.4% | 1.28% | -3.3% |
| Q3 2021 | $2,600,000 | +24.7% | 43,609 | +26.7% | 1.32% | +18.9% |
| Q2 2021 | $2,085,000 | +66.9% | 34,427 | +60.1% | 1.11% | +50.8% |
| Q1 2021 | $1,249,000 | +26.0% | 21,497 | +21.0% | 0.74% | +18.1% |
| Q4 2020 | $991,000 | +50.8% | 17,772 | +44.3% | 0.62% | +29.8% |
| Q3 2020 | $657,000 | +72.4% | 12,314 | +64.8% | 0.48% | +62.7% |
| Q2 2020 | $381,000 | – | 7,474 | – | 0.30% | – |
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% |