J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,957,270 | -11.8% | 36,544 | -8.9% | 0.26% | -17.2% |
| Q2 2023 | $2,219,899 | +3.7% | 40,121 | +2.3% | 0.31% | -3.4% |
| Q1 2023 | $2,141,636 | -1.2% | 39,224 | -1.4% | 0.32% | -5.6% |
| Q4 2022 | $2,167,582 | +44.1% | 39,779 | +35.5% | 0.34% | +36.7% |
| Q3 2022 | $1,504,000 | -3.9% | 29,367 | +4.0% | 0.25% | -1.2% |
| Q2 2022 | $1,565,000 | +35.6% | 28,228 | +50.2% | 0.25% | +64.1% |
| Q1 2022 | $1,154,000 | +16.8% | 18,796 | +20.2% | 0.15% | +22.4% |
| Q4 2021 | $988,000 | +108.4% | 15,642 | +96.8% | 0.12% | +95.3% |
| Q3 2021 | $474,000 | +51.9% | 7,947 | +54.0% | 0.06% | +52.4% |
| Q2 2021 | $312,000 | +115.2% | 5,159 | +106.1% | 0.04% | +90.9% |
| Q1 2021 | $145,000 | – | 2,503 | – | 0.02% | – |
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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% |