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 | $8,435,576 | +9.4% | 157,498 | +13.0% | 0.65% | -8.1% |
| Q2 2023 | $7,712,571 | +36.5% | 139,392 | +34.7% | 0.71% | +96.7% |
| Q1 2023 | $5,651,566 | +34.8% | 103,509 | +34.6% | 0.36% | -14.3% |
| Q4 2022 | $4,191,568 | -24.6% | 76,924 | -29.1% | 0.42% | +94.9% |
| Q3 2022 | $5,560,000 | -3.7% | 108,539 | +4.2% | 0.22% | -73.0% |
| Q2 2022 | $5,773,000 | +2.2% | 104,120 | +13.2% | 0.80% | +31.1% |
| Q1 2022 | $5,646,000 | +6.7% | 91,955 | +9.8% | 0.61% | +10.6% |
| Q4 2021 | $5,293,000 | +10.2% | 83,760 | +8.1% | 0.55% | -9.9% |
| Q3 2021 | $4,804,000 | +102.4% | 77,501 | +97.8% | 0.61% | +83.4% |
| Q2 2021 | $2,373,000 | +491.8% | 39,172 | +467.7% | 0.33% | +381.2% |
| Q1 2021 | $401,000 | – | 6,900 | – | 0.07% | – |
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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% |