J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,973,920 | +6.2% | 223,561 | +9.7% | 2.24% | +6.8% |
| Q2 2023 | $11,277,387 | +9.0% | 203,820 | +7.6% | 2.10% | +7.2% |
| Q1 2023 | $10,343,941 | -19.6% | 189,449 | -19.7% | 1.96% | -25.0% |
| Q4 2022 | $12,859,448 | +23.6% | 235,996 | +16.2% | 2.61% | +4.4% |
| Q3 2022 | $10,401,000 | +2.4% | 203,011 | +10.9% | 2.50% | +5.3% |
| Q2 2022 | $10,153,000 | -11.7% | 183,103 | -2.3% | 2.37% | +3.5% |
| Q1 2022 | $11,503,000 | +15.6% | 187,346 | +19.0% | 2.29% | +7.6% |
| Q4 2021 | $9,949,000 | +39.7% | 157,440 | +33.9% | 2.13% | +25.5% |
| Q2 2021 | $7,121,000 | – | 117,568 | – | 1.70% | – |
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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% |