J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,369 | -6.6% | 336,311 | -25.6% | 4.88% | -10.1% |
| Q2 2023 | $25,011 | +5.8% | 452,043 | +4.4% | 5.42% | -7.9% |
| Q1 2023 | $23,630 | +14.3% | 432,790 | +14.0% | 5.89% | +8.1% |
| Q4 2022 | $20,677 | -99.9% | 379,476 | +11.8% | 5.44% | +12.2% |
| Q3 2022 | $17,395,000 | +2.9% | 339,559 | +11.4% | 4.85% | +11.1% |
| Q2 2022 | $16,904,000 | +369.3% | 304,862 | +419.6% | 4.37% | +245.5% |
| Q1 2022 | $3,602,000 | +25.7% | 58,670 | +29.4% | 1.26% | +90.4% |
| Q4 2021 | $2,865,000 | +1028.0% | 45,339 | +964.5% | 0.66% | +906.1% |
| Q3 2021 | $254,000 | – | 4,259 | – | 0.07% | – |
Download | ||||||
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% |