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 | $411,264,817 | +20.9% | 7,677,378 | +24.8% | 0.61% | -0.5% |
| Q2 2023 | $340,040,532 | +23.8% | 6,150,578 | +22.2% | 0.61% | +18.2% |
| Q1 2023 | $274,719,363 | +21.6% | 5,032,495 | +21.4% | 0.52% | +13.1% |
| Q4 2022 | $225,879,702 | +62.9% | 4,144,690 | +53.1% | 0.46% | +44.2% |
| Q3 2022 | $138,674,000 | +24.6% | 2,706,494 | +34.8% | 0.32% | +29.4% |
| Q2 2022 | $111,322,000 | +51.3% | 2,007,400 | +55.8% | 0.24% | +71.3% |
| Q1 2022 | $73,570,000 | +63.4% | 1,288,431 | +80.8% | 0.14% | +68.2% |
| Q4 2021 | $45,020,000 | +110.0% | 712,694 | +98.3% | 0.08% | +88.9% |
| Q3 2021 | $21,436,000 | +103.7% | 359,464 | +106.8% | 0.04% | +95.7% |
| Q2 2021 | $10,524,000 | +450.1% | 173,814 | +427.9% | 0.02% | +360.0% |
| Q1 2021 | $1,913,000 | +228.1% | 32,925 | +215.4% | 0.01% | +150.0% |
| Q4 2020 | $583,000 | +60.2% | 10,439 | +53.3% | 0.00% | +100.0% |
| Q3 2020 | $364,000 | +3540.0% | 6,809 | +3304.5% | 0.00% | – |
| Q2 2020 | $10,000 | – | 200 | – | 0.00% | – |
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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% |