J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,747,015 | +15.4% | 312,678 | +19.2% | 2.53% | +4.9% |
| Q2 2023 | $14,513,665 | +18.1% | 262,311 | +16.5% | 2.41% | -5.2% |
| Q1 2023 | $12,294,148 | +32.4% | 225,168 | +32.1% | 2.54% | +25.3% |
| Q4 2022 | $9,288,975 | +28.2% | 170,471 | +20.5% | 2.03% | -7.2% |
| Q3 2022 | $7,247,000 | +279.2% | 141,456 | +310.5% | 2.18% | +266.6% |
| Q2 2022 | $1,911,000 | +54.4% | 34,461 | +71.0% | 0.60% | +104.8% |
| Q1 2022 | $1,238,000 | +1.2% | 20,157 | +4.2% | 0.29% | +2.5% |
| Q4 2021 | $1,223,000 | – | 19,348 | – | 0.28% | – |
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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% |