J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,573,302 | -2.3% | 64,582 | -2.3% | 0.82% | +2.8% |
| Q2 2023 | $3,655,633 | -2.0% | 66,070 | -3.3% | 0.80% | -11.9% |
| Q1 2023 | $3,730,211 | +5.1% | 68,319 | +4.8% | 0.91% | +4.7% |
| Q4 2022 | $3,550,890 | +9.7% | 65,166 | +3.2% | 0.87% | +2.1% |
| Q3 2022 | $3,236,000 | -4.1% | 63,165 | +3.9% | 0.85% | +2.5% |
| Q2 2022 | $3,375,000 | +10.2% | 60,811 | +21.9% | 0.83% | +35.4% |
| Q1 2022 | $3,064,000 | +119.6% | 49,895 | +126.1% | 0.61% | +99.0% |
| Q4 2021 | $1,395,000 | +37.8% | 22,071 | +30.0% | 0.31% | +28.5% |
| Q3 2021 | $1,012,000 | +222.3% | 16,976 | +227.8% | 0.24% | +223.0% |
| Q2 2021 | $314,000 | – | 5,179 | – | 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% |