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 | $2,871,706 | -2.9% | 53,617 | +0.4% | 0.50% | -1.6% |
| Q2 2023 | $2,956,098 | +3.4% | 53,427 | +2.1% | 0.51% | -5.7% |
| Q1 2023 | $2,858,415 | +44.8% | 52,352 | +44.5% | 0.54% | +25.1% |
| Q4 2022 | $1,973,845 | +382.6% | 36,224 | +390.6% | 0.43% | +404.7% |
| Q2 2022 | $409,000 | -19.5% | 7,384 | -10.8% | 0.09% | +7.5% |
| Q1 2022 | $508,000 | +39.9% | 8,275 | +43.9% | 0.08% | +45.5% |
| Q4 2021 | $363,000 | +30.6% | 5,750 | +23.1% | 0.06% | +22.2% |
| Q3 2021 | $278,000 | +10.8% | 4,670 | +12.5% | 0.04% | +15.4% |
| Q2 2021 | $251,000 | – | 4,150 | – | 0.04% | – |
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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% |