J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,632,559 | -4.2% | 30,481 | -1.1% | 0.07% | +8.1% |
| Q2 2023 | $1,704,867 | +10.0% | 30,813 | +8.5% | 0.06% | +8.8% |
| Q1 2023 | $1,550,359 | +26.7% | 28,395 | +27.8% | 0.06% | +18.8% |
| Q4 2022 | $1,223,210 | +54.3% | 22,215 | +43.5% | 0.05% | +37.1% |
| Q3 2022 | $793,000 | +101.8% | 15,476 | +118.3% | 0.04% | +118.8% |
| Q2 2022 | $393,000 | +23.6% | 7,090 | +36.8% | 0.02% | +45.5% |
| Q1 2022 | $318,000 | – | 5,181 | – | 0.01% | – |
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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% |