J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,903 | +9359.4% | 16,074 | -90.2% | 0.15% | -81.5% |
| Q2 2023 | $9,101 | -49.7% | 164,492 | -50.4% | 0.80% | -45.4% |
| Q1 2023 | $18,106 | -100.0% | 331,620 | +102.5% | 1.47% | +88.8% |
| Q4 2022 | $8,921,621,630 | +117228.0% | 163,730 | +10.3% | 0.78% | +4.8% |
| Q3 2022 | $7,604,000 | +7.5% | 148,435 | +16.4% | 0.74% | +4.1% |
| Q2 2022 | $7,071,000 | +41.2% | 127,524 | +56.3% | 0.72% | +70.6% |
| Q1 2022 | $5,009,000 | +51.6% | 81,586 | +55.4% | 0.42% | +48.6% |
| Q4 2021 | $3,304,000 | +55.3% | 52,505 | +47.2% | 0.28% | +20.0% |
| Q3 2021 | $2,127,000 | +36.8% | 35,674 | +17.7% | 0.24% | +7.8% |
| Q2 2021 | $1,555,000 | +73.4% | 30,317 | +96.4% | 0.22% | +89.6% |
| Q1 2021 | $897,000 | -43.3% | 15,436 | -45.6% | 0.12% | -48.7% |
| Q4 2020 | $1,581,000 | – | 28,351 | – | 0.22% | – |
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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% |