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 | $6,571,235 | +7.9% | 122,689 | +11.4% | 5.37% | +11.5% |
Q2 2023 | $6,091,612 | -41.4% | 110,096 | -42.2% | 4.81% | -45.1% |
Q1 2023 | $10,401,300 | -5.4% | 190,500 | -5.6% | 8.76% | -11.6% |
Q4 2022 | $10,991,014 | +1.9% | 201,707 | -4.2% | 9.90% | -4.0% |
Q3 2022 | $10,782,000 | +6.4% | 210,457 | +15.1% | 10.32% | +3.1% |
Q2 2022 | $10,137,000 | +62.5% | 182,806 | +79.9% | 10.01% | +105.1% |
Q1 2022 | $6,239,000 | – | 101,614 | – | 4.88% | – |
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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% |