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 | $4,479,626 | +10.2% | 83,637 | +13.9% | 0.15% | +13.7% |
| Q2 2023 | $4,063,892 | +55.6% | 73,448 | +53.6% | 0.13% | +48.9% |
| Q1 2023 | $2,611,472 | +158.5% | 47,829 | +158.0% | 0.09% | +100.0% |
| Q4 2022 | $1,010,203 | +89.2% | 18,539 | +78.0% | 0.04% | +76.0% |
| Q3 2022 | $534,000 | +20.3% | 10,414 | +30.1% | 0.02% | +25.0% |
| Q2 2022 | $444,000 | +372.3% | 8,003 | +424.8% | 0.02% | +400.0% |
| Q1 2022 | $94,000 | -2.1% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $96,000 | +5.5% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $91,000 | – | 1,525 | – | 0.00% | – |
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% |