J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,644,539 | -4.5% | 68,046 | -1.4% | 0.60% | -1.2% |
| Q2 2023 | $3,817,336 | +6.7% | 68,992 | +5.3% | 0.60% | -3.8% |
| Q1 2023 | $3,577,396 | +8.7% | 65,520 | +8.4% | 0.63% | -4.8% |
| Q4 2022 | $3,292,063 | -1.6% | 60,416 | -7.5% | 0.66% | -9.1% |
| Q3 2022 | $3,346,000 | -9.3% | 65,319 | -1.8% | 0.73% | -7.2% |
| Q2 2022 | $3,688,000 | -7.3% | 66,510 | +2.6% | 0.78% | +8.6% |
| Q1 2022 | $3,978,000 | +7.5% | 64,794 | +10.7% | 0.72% | +10.3% |
| Q4 2021 | $3,699,000 | +26.8% | 58,536 | +19.6% | 0.65% | +13.4% |
| Q3 2021 | $2,918,000 | +1191.2% | 48,951 | +1212.4% | 0.58% | +1180.0% |
| Q2 2021 | $226,000 | – | 3,730 | – | 0.04% | – |
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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% |