J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,430,510 | +3.0% | 101,391 | +6.4% | 2.25% | -0.4% |
| Q2 2023 | $5,271,772 | +7.8% | 95,279 | +6.3% | 2.26% | -4.4% |
| Q1 2023 | $4,892,185 | +41.9% | 89,600 | +44.2% | 2.37% | +30.1% |
| Q4 2022 | $3,447,383 | -5.9% | 62,115 | -13.1% | 1.82% | -10.2% |
| Q3 2022 | $3,663,000 | +19.9% | 71,503 | +29.7% | 2.02% | +25.4% |
| Q2 2022 | $3,056,000 | +34.7% | 55,110 | +49.2% | 1.62% | +66.8% |
| Q1 2022 | $2,269,000 | +18.1% | 36,948 | +21.5% | 0.97% | +47.3% |
| Q4 2021 | $1,921,000 | +32.3% | 30,407 | +29.9% | 0.66% | +1.4% |
| Q3 2021 | $1,452,000 | +219.1% | 23,399 | +213.4% | 0.65% | +189.3% |
| Q2 2021 | $455,000 | – | 7,467 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 1,773,089 | $98,318,000 | 32.66% |
| Prentice Wealth Management LLC | 255,822 | $14,185,000 | 14.45% |
| Cornerstone Advisory, LLC | 1,071,669 | $59,424,000 | 13.60% |
| Compass Ion Advisors, LLC | 800,839 | $44,407,000 | 12.86% |
| Lebenthal Global Advisors, LLC | 426,403 | $23,644,000 | 11.46% |
| Financial Futures Ltd Liability Co. | 182,806 | $10,137,000 | 10.01% |
| Ten Capital Wealth Advisors, LLC | 346,481 | $19,212,000 | 8.36% |
| Richard P Slaughter Associates Inc | 333,206 | $18,476,000 | 8.10% |
| RiverFront Investment Group, LLC | 3,859,162 | $213,990,000 | 8.04% |
| Derbend Asset Management | 151,800 | $8,417,000 | 7.03% |