J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,884 | -0.5% | 53,854 | +2.8% | 2.10% | +3.4% |
| Q2 2023 | $2,899 | +12.5% | 52,403 | +11.0% | 2.03% | +3.6% |
| Q1 2023 | $2,577 | +4.3% | 47,198 | +4.1% | 1.96% | +0.2% |
| Q4 2022 | $2,470 | -99.8% | 45,335 | +52.2% | 1.96% | +47.3% |
| Q3 2022 | $1,526,000 | +12.5% | 29,785 | +21.7% | 1.33% | +15.6% |
| Q2 2022 | $1,357,000 | +9.7% | 24,475 | +21.4% | 1.15% | +35.1% |
| Q1 2022 | $1,237,000 | +27.0% | 20,153 | +30.7% | 0.85% | +31.3% |
| Q4 2021 | $974,000 | – | 15,416 | – | 0.65% | – |
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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% |