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 | $3,990,381 | -6.6% | 74,503 | -3.5% | 0.00% | -100.0% |
| Q2 2023 | $4,272,251 | -55.3% | 77,214 | -55.9% | 0.00% | -50.0% |
| Q1 2023 | $9,564,282 | -47.9% | 175,170 | -48.0% | 0.00% | -50.0% |
| Q4 2022 | $18,358,280 | +14.7% | 336,911 | +7.8% | 0.00% | +33.3% |
| Q3 2022 | $16,004,000 | +32.4% | 312,418 | +43.4% | 0.00% | -25.0% |
| Q2 2022 | $12,085,000 | +11.9% | 217,939 | +23.9% | 0.00% | +100.0% |
| Q1 2022 | $10,800,000 | -10.8% | 175,894 | -8.2% | 0.00% | 0.0% |
| Q4 2021 | $12,111,000 | -24.1% | 191,668 | -28.4% | 0.00% | -33.3% |
| Q3 2021 | $15,958,000 | +100.9% | 267,698 | +104.1% | 0.00% | +50.0% |
| Q2 2021 | $7,943,000 | – | 131,130 | – | 0.00% | – |
Download | ||||||
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% |