J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,232 | +45.0% | 8,275 | +49.8% | 0.22% | +49.7% |
| Q2 2023 | $305,657 | +37.2% | 5,524 | +35.4% | 0.15% | +26.3% |
| Q1 2023 | $222,848 | +22.9% | 4,081 | +22.7% | 0.12% | +12.4% |
| Q4 2022 | $181,264 | +88.8% | 3,327 | +77.7% | 0.10% | +87.5% |
| Q3 2022 | $96,000 | +108.7% | 1,872 | +126.4% | 0.06% | +93.1% |
| Q2 2022 | $46,000 | +130.0% | 827 | +158.4% | 0.03% | +190.0% |
| Q1 2022 | $20,000 | 0.0% | 320 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $20,000 | +5.3% | 320 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $19,000 | – | 320 | – | 0.01% | – |
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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% |