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 | $2,886,190 | +8.3% | 53,887 | +11.9% | 1.10% | +13.7% |
| Q2 2023 | $2,665,627 | +15.4% | 48,177 | +13.9% | 0.96% | +8.7% |
| Q1 2023 | $2,309,898 | +117.5% | 42,306 | +117.1% | 0.89% | +103.7% |
| Q4 2022 | $1,061,823 | +20.4% | 19,487 | +13.2% | 0.44% | +9.0% |
| Q3 2022 | $882,000 | -0.1% | 17,213 | +8.1% | 0.40% | +0.3% |
| Q2 2022 | $883,000 | -6.0% | 15,925 | +4.2% | 0.40% | +4.5% |
| Q1 2022 | $939,000 | +0.4% | 15,287 | +3.3% | 0.38% | -8.0% |
| Q4 2021 | $935,000 | – | 14,800 | – | 0.41% | – |
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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% |