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 | $1,760 | +27.5% | 32,859 | +31.7% | 0.54% | +37.1% |
| Q2 2023 | $1,380 | +23.3% | 24,943 | +21.7% | 0.39% | +20.9% |
| Q1 2023 | $1,119 | -0.3% | 20,498 | -0.5% | 0.33% | -4.1% |
| Q4 2022 | $1,122 | -99.9% | 20,598 | 0.0% | 0.34% | -1.2% |
| Q3 2022 | $1,055,000 | +2.3% | 20,598 | +10.8% | 0.34% | +11.7% |
| Q2 2022 | $1,031,000 | +13.9% | 18,598 | +26.2% | 0.31% | +29.4% |
| Q1 2022 | $905,000 | +29.7% | 14,738 | +33.4% | 0.24% | +31.5% |
| Q4 2021 | $698,000 | +7.4% | 11,050 | +1.4% | 0.18% | -1.6% |
| Q3 2021 | $650,000 | +257.1% | 10,900 | +263.3% | 0.18% | +247.2% |
| Q2 2021 | $182,000 | – | 3,000 | – | 0.05% | – |
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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% |