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 | $7,275,840 | +8.8% | 135,845 | +12.4% | 4.30% | +11.3% |
| Q2 2023 | $6,685,858 | +7.7% | 120,836 | +6.2% | 3.86% | +8.8% |
| Q1 2023 | $6,210,288 | -12.5% | 113,742 | -12.7% | 3.55% | -25.4% |
| Q4 2022 | $7,095,686 | +10.0% | 130,220 | +3.4% | 4.76% | +2.5% |
| Q3 2022 | $6,452,000 | -7.6% | 125,945 | +0.0% | 4.65% | -0.7% |
| Q2 2022 | $6,980,000 | +25.8% | 125,887 | +39.3% | 4.68% | +26.1% |
| Q1 2022 | $5,547,000 | +3.7% | 90,342 | +0.6% | 3.71% | -3.8% |
| Q4 2021 | $5,351,000 | 0.0% | 89,760 | 0.0% | 3.86% | 0.0% |
| Q3 2021 | $5,351,000 | +1.1% | 89,760 | +2.7% | 3.86% | +4.7% |
| Q2 2021 | $5,293,000 | +7.3% | 87,411 | +3.0% | 3.69% | +2.8% |
| Q1 2021 | $4,932,000 | +9.0% | 84,875 | +4.5% | 3.59% | -7.7% |
| Q4 2020 | $4,526,000 | – | 81,195 | – | 3.89% | – |
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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% |