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 | $14,568,929 | +4.8% | 272,011 | +8.3% | 2.18% | +2.1% |
| Q2 2023 | $13,898,954 | +282.4% | 251,201 | +276.6% | 2.13% | +228.7% |
| Q4 2022 | $3,634,391 | +1420.7% | 66,698 | +1328.8% | 0.65% | +1252.1% |
| Q3 2022 | $239,000 | -7.7% | 4,668 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $259,000 | +7.5% | 4,668 | +19.0% | 0.05% | +22.5% |
| Q1 2022 | $241,000 | -2.8% | 3,923 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $248,000 | – | 3,923 | – | 0.04% | – |
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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% |