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 | $9,970,369 | -45.2% | 186,149 | -46.2% | 0.45% | +12.0% |
| Q2 2023 | $18,201,475 | +179.4% | 345,834 | +165.1% | 0.40% | +41.3% |
| Q1 2023 | $6,514,304 | +86803.7% | 130,460 | -13.3% | 0.28% | +41.5% |
| Q4 2022 | $7,496 | -99.9% | 150,455 | +17.1% | 0.20% | +19.8% |
| Q3 2022 | $6,402,000 | +28.9% | 128,433 | +28.8% | 0.17% | +7.1% |
| Q2 2022 | $4,968,000 | -26.9% | 99,746 | -26.9% | 0.16% | +83.5% |
| Q1 2022 | $6,799,000 | +369.9% | 136,430 | +495.2% | 0.08% | +203.6% |
| Q4 2021 | $1,447,000 | +260.8% | 22,923 | +242.1% | 0.03% | +250.0% |
| Q3 2021 | $401,000 | +1236.7% | 6,701 | +1240.2% | 0.01% | +700.0% |
| Q2 2021 | $30,000 | +3.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | -72.6% | 500 | -73.7% | 0.00% | -75.0% |
| Q4 2020 | $106,000 | +5.0% | 1,900 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $101,000 | – | 1,900 | – | 0.01% | – |
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% |