J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,046,119 | +1.9% | 75,544 | +5.3% | 2.16% | +36.4% |
| Q2 2023 | $3,968,730 | -28.1% | 71,728 | -29.1% | 1.59% | -49.4% |
| Q1 2023 | $5,520,116 | +5.4% | 101,101 | +5.1% | 3.14% | -17.8% |
| Q4 2022 | $5,239,540 | +1492.6% | 96,156 | +1398.9% | 3.81% | +1228.9% |
| Q3 2022 | $329,000 | +50.9% | 6,415 | +62.8% | 0.29% | +53.5% |
| Q2 2022 | $218,000 | -7.6% | 3,940 | +2.7% | 0.19% | +17.6% |
| Q1 2022 | $236,000 | +11.3% | 3,838 | +14.3% | 0.16% | +0.6% |
| Q4 2021 | $212,000 | – | 3,359 | – | 0.16% | – |
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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% |