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 | $3,594 | -48.4% | 67,093 | -46.7% | 0.01% | -50.0% |
| Q2 2023 | $6,968 | +96.4% | 125,930 | +93.8% | 0.03% | +75.0% |
| Q1 2023 | $3,547 | +16.8% | 64,967 | +16.6% | 0.02% | +6.7% |
| Q4 2022 | $3,037 | -99.9% | 55,734 | -1.0% | 0.02% | -11.8% |
| Q3 2022 | $2,884,000 | -3.7% | 56,302 | +4.2% | 0.02% | -5.6% |
| Q2 2022 | $2,996,000 | +28.6% | 54,024 | +42.3% | 0.02% | +28.6% |
| Q1 2022 | $2,330,000 | +10.9% | 37,954 | +14.2% | 0.01% | +7.7% |
| Q4 2021 | $2,101,000 | +27.2% | 33,248 | +20.0% | 0.01% | +8.3% |
| Q3 2021 | $1,652,000 | +44.0% | 27,713 | +46.3% | 0.01% | +33.3% |
| Q2 2021 | $1,147,000 | +37.2% | 18,937 | +31.6% | 0.01% | +12.5% |
| Q1 2021 | $836,000 | – | 14,392 | – | 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% |