J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 92 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,689,515 | +46.5% | 233,275 | +43.7% | 1.71% | +36.0% |
| Q1 2023 | $8,662,826 | +128.3% | 162,342 | +117.3% | 1.25% | +53.7% |
| Q3 2022 | $3,794,000 | +41.6% | 74,721 | +69.9% | 0.82% | +74.7% |
| Q4 2021 | $2,679,000 | +37.7% | 43,977 | +28.7% | 0.47% | +35.0% |
| Q3 2021 | $1,946,000 | +41.0% | 34,164 | +40.6% | 0.35% | +35.7% |
| Q2 2021 | $1,380,000 | +282.3% | 24,302 | +214.9% | 0.26% | +672.7% |
| Q1 2021 | $361,000 | – | 7,717 | – | 0.03% | – |
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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% |