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 | $11,830,325 | -9.6% | 220,880 | -6.6% | 0.14% | +2.9% |
| Q2 2023 | $13,084,863 | +62.5% | 236,488 | +60.4% | 0.14% | +40.4% |
| Q1 2023 | $8,050,197 | +573.7% | 147,440 | +572.4% | 0.10% | +135.7% |
| Q4 2022 | $1,194,911 | +27.4% | 21,929 | +19.8% | 0.04% | +13.5% |
| Q3 2022 | $938,000 | +54.8% | 18,306 | +67.6% | 0.04% | +54.2% |
| Q2 2022 | $606,000 | +3.9% | 10,925 | +15.1% | 0.02% | +20.0% |
| Q1 2022 | $583,000 | -4.3% | 9,490 | -1.5% | 0.02% | 0.0% |
| Q4 2021 | $609,000 | +6.3% | 9,632 | +0.2% | 0.02% | -4.8% |
| Q3 2021 | $573,000 | -4.0% | 9,609 | -2.5% | 0.02% | -8.7% |
| Q2 2021 | $597,000 | +53.9% | 9,856 | +47.7% | 0.02% | +35.3% |
| Q1 2021 | $388,000 | – | 6,674 | – | 0.02% | – |
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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% |