J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,657,500 | +33.5% | 1,860,688 | +37.9% | 0.14% | +37.3% |
| Q2 2023 | $74,668,320 | +96.3% | 1,349,482 | +93.7% | 0.10% | +85.5% |
| Q1 2023 | $38,044,504 | +65.5% | 696,788 | +65.2% | 0.06% | +57.1% |
| Q4 2022 | $22,986,678 | +23.5% | 421,857 | +16.2% | 0.04% | +16.7% |
| Q3 2022 | $18,606,000 | -15.8% | 363,193 | -8.8% | 0.03% | -14.3% |
| Q2 2022 | $22,085,000 | +30.2% | 398,304 | +44.2% | 0.04% | +52.2% |
| Q1 2022 | $16,957,000 | +71.8% | 276,159 | +76.8% | 0.02% | +76.9% |
| Q4 2021 | $9,871,000 | +106.5% | 156,218 | +94.9% | 0.01% | +85.7% |
| Q3 2021 | $4,779,000 | +276.3% | 80,165 | +282.4% | 0.01% | +250.0% |
| Q2 2021 | $1,270,000 | – | 20,966 | – | 0.00% | – |
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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% |