J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,670,341 | -3.8% | 49,857 | -0.6% | 0.60% | +0.7% |
| Q2 2023 | $2,774,966 | +12.0% | 50,153 | +10.5% | 0.60% | +7.3% |
| Q1 2023 | $2,478,403 | +17.6% | 45,392 | +17.3% | 0.56% | +18.9% |
| Q4 2022 | $2,108,000 | -0.8% | 38,686 | -6.7% | 0.47% | -12.9% |
| Q3 2022 | $2,124,000 | -2.9% | 41,470 | +5.1% | 0.54% | 0.0% |
| Q2 2022 | $2,188,000 | +3.1% | 39,456 | +14.2% | 0.54% | +18.4% |
| Q1 2022 | $2,122,000 | +10.2% | 34,551 | +13.4% | 0.46% | +13.1% |
| Q4 2021 | $1,925,000 | +196.2% | 30,465 | +179.2% | 0.40% | +165.8% |
| Q3 2021 | $650,000 | +200.9% | 10,910 | +206.5% | 0.15% | +198.0% |
| Q2 2021 | $216,000 | – | 3,559 | – | 0.05% | – |
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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% |