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 | $61,339,965 | +6.6% | 1,145,257 | +10.1% | 0.01% | +18.2% |
| Q2 2023 | $57,537,667 | +61.0% | 1,039,900 | +58.9% | 0.01% | +57.1% |
| Q1 2023 | $35,730,240 | -26.0% | 654,400 | -26.2% | 0.01% | -46.2% |
| Q4 2022 | $48,299,936 | +523.5% | 886,400 | +534.5% | 0.01% | +550.0% |
| Q2 2022 | $7,746,000 | -22.5% | 139,692 | -14.2% | 0.00% | 0.0% |
| Q1 2022 | $9,993,000 | -8.4% | 162,758 | -5.7% | 0.00% | – |
| Q4 2021 | $10,906,000 | +553.8% | 172,604 | +526.8% | 0.00% | – |
| Q2 2021 | $1,668,000 | +2.0% | 27,536 | -2.1% | 0.00% | – |
| Q1 2021 | $1,635,000 | – | 28,139 | – | 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% |