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 | $55,698,883 | -9.7% | 1,039,934 | -6.7% | 0.09% | -9.7% |
| Q2 2023 | $61,659,597 | +15.2% | 1,114,397 | +13.7% | 0.10% | +12.0% |
| Q1 2023 | $53,530,634 | +19.7% | 980,415 | +19.5% | 0.09% | +16.5% |
| Q4 2022 | $44,704,777 | +12.4% | 820,422 | +5.7% | 0.08% | +3.9% |
| Q3 2022 | $39,772,000 | +0.7% | 776,348 | +9.0% | 0.08% | +4.1% |
| Q2 2022 | $39,506,000 | +31.4% | 712,462 | +45.5% | 0.07% | +55.3% |
| Q1 2022 | $30,068,000 | +4.1% | 489,696 | +7.1% | 0.05% | +6.8% |
| Q4 2021 | $28,886,000 | +56.1% | 457,131 | +47.3% | 0.04% | +46.7% |
| Q3 2021 | $18,504,000 | +791.3% | 310,412 | +805.9% | 0.03% | +900.0% |
| Q2 2021 | $2,076,000 | – | 34,266 | – | 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% |