J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,450 | -9.7% | 4,993 | -6.7% | 0.13% | -6.5% |
| Q2 2023 | $296,062 | +1.5% | 5,351 | +0.1% | 0.14% | -4.8% |
| Q1 2023 | $291,820 | +0.3% | 5,345 | +0.1% | 0.14% | -5.2% |
| Q4 2022 | $291,079 | -3.6% | 5,342 | -9.5% | 0.15% | -12.1% |
| Q3 2022 | $302,000 | -7.1% | 5,905 | +0.7% | 0.17% | -3.3% |
| Q2 2022 | $325,000 | -9.7% | 5,864 | +0.1% | 0.18% | +4.0% |
| Q1 2022 | $360,000 | +4.0% | 5,857 | +7.0% | 0.17% | +6.1% |
| Q4 2021 | $346,000 | – | 5,473 | – | 0.16% | – |
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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% |