J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,122,216 | -0.3% | 114,306 | +3.0% | 1.62% | -0.1% |
| Q2 2023 | $6,141,045 | +27.7% | 110,989 | +26.0% | 1.62% | +20.5% |
| Q1 2023 | $4,810,260 | +15.0% | 88,100 | +14.8% | 1.35% | +7.8% |
| Q4 2022 | $4,181,726 | +33.2% | 76,743 | +25.2% | 1.25% | +23.6% |
| Q3 2022 | $3,139,000 | +196.1% | 61,276 | +220.6% | 1.01% | +204.8% |
| Q2 2022 | $1,060,000 | -99.8% | 19,110 | +108.6% | 0.33% | +107.5% |
| Q1 2022 | $562,000,000 | – | 9,159 | – | 0.16% | – |
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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% |