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 | $9,883,296 | -3.8% | 184,528 | -0.6% | 2.67% | -4.5% |
| Q2 2023 | $10,276,692 | +3.3% | 185,735 | +1.9% | 2.79% | +0.1% |
| Q1 2023 | $9,947,241 | +2.0% | 182,184 | +1.8% | 2.79% | -3.8% |
| Q4 2022 | $9,750,350 | +7.0% | 178,938 | +0.6% | 2.90% | -3.9% |
| Q3 2022 | $9,116,000 | -30.7% | 177,943 | -25.0% | 3.02% | -29.9% |
| Q2 2022 | $13,152,000 | -1.1% | 237,184 | +9.5% | 4.30% | +4.0% |
| Q1 2022 | $13,296,000 | +2.9% | 216,554 | +2.3% | 4.14% | -4.0% |
| Q4 2021 | $12,917,000 | +11.0% | 211,782 | +8.5% | 4.31% | +0.5% |
| Q3 2021 | $11,637,000 | +28.2% | 195,215 | +30.3% | 4.29% | +18.1% |
| Q2 2021 | $9,075,000 | +64.2% | 149,832 | +57.5% | 3.63% | +40.6% |
| Q1 2021 | $5,528,000 | +9.2% | 95,118 | +4.7% | 2.58% | +2.8% |
| Q4 2020 | $5,064,000 | +108.9% | 90,832 | +99.8% | 2.51% | +76.7% |
| Q3 2020 | $2,424,000 | – | 45,460 | – | 1.42% | – |
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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% |