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 | $463,294 | +96621.1% | 8,650 | 0.0% | 0.53% | +39.5% |
| Q2 2023 | $479 | +0.8% | 8,650 | 0.0% | 0.38% | +5.3% |
| Q1 2023 | $475 | +8.7% | 8,650 | +7.9% | 0.36% | +9.1% |
| Q4 2022 | $437 | -99.9% | 8,020 | 0.0% | 0.33% | +0.6% |
| Q3 2022 | $411,000 | -7.6% | 8,020 | 0.0% | 0.33% | -1.2% |
| Q2 2022 | $445,000 | -9.6% | 8,020 | 0.0% | 0.33% | +13.0% |
| Q1 2022 | $492,000 | +0.8% | 8,020 | +3.9% | 0.29% | +10.2% |
| Q4 2021 | $488,000 | +21.7% | 7,720 | +14.9% | 0.26% | +12.8% |
| Q3 2021 | $401,000 | +24.5% | 6,720 | +26.3% | 0.24% | +25.0% |
| Q2 2021 | $322,000 | – | 5,320 | – | 0.19% | – |
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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% |