J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558,654 | +2.0% | 29,101 | +5.4% | 0.10% | +7.7% |
| Q2 2023 | $1,527,457 | +15.0% | 27,606 | +13.5% | 0.09% | +1.1% |
| Q1 2023 | $1,328,418 | -3.3% | 24,330 | -2.5% | 0.09% | -10.9% |
| Q4 2022 | $1,373,488 | +10.9% | 24,944 | +3.2% | 0.10% | +9.8% |
| Q3 2022 | $1,238,000 | -8.0% | 24,172 | -0.4% | 0.09% | -5.2% |
| Q2 2022 | $1,345,000 | -13.3% | 24,264 | -4.0% | 0.10% | +10.2% |
| Q1 2022 | $1,551,000 | -3.9% | 25,264 | -1.1% | 0.09% | -3.3% |
| Q4 2021 | $1,614,000 | +4.1% | 25,543 | -1.8% | 0.09% | -11.7% |
| Q3 2021 | $1,551,000 | +18.8% | 26,024 | +20.7% | 0.10% | +13.2% |
| Q2 2021 | $1,306,000 | – | 21,555 | – | 0.09% | – |
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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% |