J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,825,580 | +4.2% | 500,851 | +7.6% | 0.26% | +2.3% |
| Q2 2023 | $25,746,543 | -20.8% | 465,327 | -21.8% | 0.26% | -26.7% |
| Q1 2023 | $32,503,938 | +1.1% | 595,310 | +0.9% | 0.35% | +23.1% |
| Q4 2022 | $32,159,671 | -99.9% | 590,194 | -38.5% | 0.29% | +8.7% |
| Q3 2022 | $24,616,592,000 | +201114.6% | 960,070 | +335.2% | 0.26% | +108.7% |
| Q2 2022 | $12,234,000 | +30.9% | 220,628 | +44.9% | 0.13% | +29.9% |
| Q1 2022 | $9,347,000 | +36.5% | 152,226 | +40.5% | 0.10% | +40.6% |
| Q4 2021 | $6,846,000 | +45.8% | 108,345 | +37.6% | 0.07% | +46.8% |
| Q3 2021 | $4,694,000 | +84.8% | 78,739 | +87.8% | 0.05% | +62.1% |
| Q2 2021 | $2,540,000 | +175.8% | 41,929 | +164.5% | 0.03% | +141.7% |
| Q1 2021 | $921,000 | – | 15,850 | – | 0.01% | – |
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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% |