J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $931,944 | -3.2% | 17,400 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $962,742 | +10.5% | 17,400 | +9.1% | 0.01% | +10.0% |
Q1 2023 | $870,870 | +15.7% | 15,950 | +15.5% | 0.01% | +11.1% |
Q4 2022 | $752,561 | +2.4% | 13,811 | -3.7% | 0.01% | -10.0% |
Q3 2022 | $735,000 | -37.2% | 14,348 | -32.0% | 0.01% | -33.3% |
Q2 2022 | $1,170,000 | -8.6% | 21,092 | +1.1% | 0.02% | 0.0% |
Q1 2022 | $1,280,000 | +6.7% | 20,855 | +9.8% | 0.02% | +15.4% |
Q4 2021 | $1,200,000 | +4.0% | 18,990 | -1.9% | 0.01% | -7.1% |
Q3 2021 | $1,154,000 | -22.3% | 19,354 | +48.8% | 0.01% | +55.6% |
Q2 2021 | $1,486,000 | – | 13,008 | – | 0.01% | – |
Download |
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% |