J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,815,209 | -30.5% | 251,277 | -32.3% | 3.42% | -35.5% |
| Q3 2023 | $19,889,613 | -32.2% | 371,352 | -29.9% | 5.30% | -36.9% |
| Q2 2023 | $29,328,883 | +2.2% | 530,072 | +0.8% | 8.39% | -10.3% |
| Q1 2023 | $28,699,616 | +15.0% | 525,634 | +14.8% | 9.35% | +19.3% |
| Q4 2022 | $24,950,807 | +38.2% | 457,897 | +29.9% | 7.84% | +3.8% |
| Q3 2022 | $18,055,000 | -2.3% | 352,447 | +5.8% | 7.56% | -6.8% |
| Q2 2022 | $18,476,000 | +75.3% | 333,206 | +94.1% | 8.10% | +109.3% |
| Q1 2022 | $10,539,000 | -17.4% | 171,659 | -14.9% | 3.87% | -14.1% |
| Q4 2021 | $12,753,000 | +30.4% | 201,824 | +23.0% | 4.51% | +16.3% |
| Q3 2021 | $9,781,000 | – | 164,096 | – | 3.88% | – |
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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% |