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 | $6,007,707 | -1.3% | 112,168 | +2.0% | 1.23% | +4.9% |
| Q2 2023 | $6,085,406 | +2.8% | 109,984 | +1.4% | 1.17% | -2.0% |
| Q1 2023 | $5,922,158 | +6.5% | 108,464 | +7.1% | 1.20% | +5.6% |
| Q4 2022 | $5,560,312 | +23.6% | 101,273 | +15.4% | 1.13% | +26.6% |
| Q3 2022 | $4,497,000 | +52.2% | 87,772 | +64.7% | 0.89% | +55.7% |
| Q2 2022 | $2,955,000 | +228.3% | 53,287 | +263.4% | 0.57% | +280.1% |
| Q1 2022 | $900,000 | +53.3% | 14,662 | +57.9% | 0.15% | +43.8% |
| Q4 2021 | $587,000 | +20.5% | 9,284 | +13.7% | 0.10% | +11.7% |
| Q3 2021 | $487,000 | +50.8% | 8,166 | +53.0% | 0.09% | +56.7% |
| Q2 2021 | $323,000 | – | 5,338 | – | 0.06% | – |
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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% |