J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,414,438 | -9.5% | 45,079 | -6.5% | 1.83% | -10.8% |
| Q2 2023 | $2,668,769 | -3.4% | 48,234 | -4.7% | 2.05% | -14.9% |
| Q1 2023 | $2,763,139 | -0.9% | 50,607 | -1.1% | 2.41% | -3.3% |
| Q4 2022 | $2,786,952 | +11.1% | 51,146 | +4.5% | 2.49% | -4.4% |
| Q3 2022 | $2,508,000 | +618.6% | 48,962 | +677.5% | 2.60% | +598.4% |
| Q2 2022 | $349,000 | – | 6,297 | – | 0.37% | – |
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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% |