J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,198 | +14.6% | 171,737 | +18.4% | 0.46% | +19.3% |
| Q2 2023 | $8,028 | +29.5% | 145,100 | +27.8% | 0.38% | +23.5% |
| Q1 2023 | $6,201 | +41.2% | 113,572 | +40.9% | 0.31% | +28.6% |
| Q4 2022 | $4,391 | -99.8% | 80,579 | +43.1% | 0.24% | +48.8% |
| Q3 2022 | $2,885,000 | -2.9% | 56,317 | +5.2% | 0.16% | 0.0% |
| Q2 2022 | $2,970,000 | +53.3% | 53,553 | +69.7% | 0.16% | +82.0% |
| Q1 2022 | $1,938,000 | +68.4% | 31,564 | +73.2% | 0.09% | +78.0% |
| Q4 2021 | $1,151,000 | +51.6% | 18,222 | +43.2% | 0.05% | +38.9% |
| Q3 2021 | $759,000 | +248.2% | 12,725 | +254.0% | 0.04% | +260.0% |
| Q2 2021 | $218,000 | – | 3,595 | – | 0.01% | – |
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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% |