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 | $2,204,522 | +42.8% | 41,160 | +47.5% | 0.67% | +42.2% |
| Q2 2023 | $1,543,456 | +12.3% | 27,896 | +10.8% | 0.47% | -0.6% |
| Q1 2023 | $1,374,742 | +6.7% | 25,179 | +6.5% | 0.48% | -12.8% |
| Q4 2022 | $1,288,160 | +27.7% | 23,640 | +19.9% | 0.54% | +12.4% |
| Q3 2022 | $1,009,000 | +7.7% | 19,710 | +16.6% | 0.48% | +16.0% |
| Q2 2022 | $937,000 | -99.9% | 16,900 | +9.8% | 0.42% | +24.4% |
| Q1 2022 | $945,179,000 | +99392.5% | 15,393 | +2.4% | 0.34% | -8.9% |
| Q4 2021 | $950,000 | +18.3% | 15,039 | +11.5% | 0.37% | +18.3% |
| Q3 2021 | $803,000 | – | 13,485 | – | 0.31% | – |
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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% |