J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,116,406 | +6.0% | 95,527 | +10.5% | 1.03% | +11.8% |
| Q2 2023 | $4,829,073 | +9.7% | 86,419 | +7.2% | 0.92% | +1.4% |
| Q1 2023 | $4,401,504 | +18.0% | 80,614 | +17.8% | 0.91% | +12.9% |
| Q4 2022 | $3,729,984 | -1.6% | 68,453 | -7.5% | 0.81% | -5.3% |
| Q3 2022 | $3,792,000 | -9.3% | 74,022 | -1.8% | 0.85% | -7.5% |
| Q2 2022 | $4,181,000 | -13.1% | 75,403 | -3.7% | 0.92% | -1.6% |
| Q1 2022 | $4,809,000 | – | 78,316 | – | 0.94% | – |
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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% |