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 | $7,407 | +27.3% | 138,285 | +31.5% | 0.02% | +26.3% |
| Q2 2023 | $5,819 | +13.6% | 105,165 | +12.1% | 0.02% | +11.8% |
| Q1 2023 | $5,123 | +173.5% | 93,827 | +172.9% | 0.02% | +142.9% |
| Q4 2022 | $1,873 | -99.8% | 34,379 | +73.9% | 0.01% | +75.0% |
| Q3 2022 | $1,013,000 | +20.6% | 19,768 | +30.4% | 0.00% | +33.3% |
| Q2 2022 | $840,000 | +20.0% | 15,154 | +32.9% | 0.00% | +50.0% |
| Q1 2022 | $700,000 | +18.8% | 11,405 | +22.3% | 0.00% | 0.0% |
| Q4 2021 | $589,000 | +10.7% | 9,325 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $532,000 | – | 8,925 | – | 0.00% | – |
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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% |