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 | $1,766,891 | +3.8% | 32,989 | +7.2% | 1.23% | +10.3% |
| Q2 2023 | $1,702,781 | +4.6% | 30,775 | +3.2% | 1.12% | -1.9% |
| Q1 2023 | $1,627,626 | +5.6% | 29,810 | +5.4% | 1.14% | +1.4% |
| Q4 2022 | $1,540,706 | +10.7% | 28,275 | +4.0% | 1.12% | +0.4% |
| Q3 2022 | $1,392,000 | -7.6% | 27,180 | 0.0% | 1.12% | -1.9% |
| Q2 2022 | $1,507,000 | -9.7% | 27,180 | 0.0% | 1.14% | +8.7% |
| Q1 2022 | $1,669,000 | -2.9% | 27,180 | 0.0% | 1.05% | +2.3% |
| Q4 2021 | $1,718,000 | +3.7% | 27,180 | -2.2% | 1.02% | -5.4% |
| Q3 2021 | $1,656,000 | – | 27,780 | – | 1.08% | – |
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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% |