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 | $2,886,190 | +8.3% | 53,887 | +11.9% | 1.10% | +13.7% |
| Q2 2023 | $2,665,627 | +15.4% | 48,177 | +13.9% | 0.96% | +8.7% |
| Q1 2023 | $2,309,898 | +117.5% | 42,306 | +117.1% | 0.89% | +103.7% |
| Q4 2022 | $1,061,823 | +20.4% | 19,487 | +13.2% | 0.44% | +9.0% |
| Q3 2022 | $882,000 | -0.1% | 17,213 | +8.1% | 0.40% | +0.3% |
| Q2 2022 | $883,000 | -6.0% | 15,925 | +4.2% | 0.40% | +4.5% |
| Q1 2022 | $939,000 | +0.4% | 15,287 | +3.3% | 0.38% | -8.0% |
| Q4 2021 | $935,000 | – | 14,800 | – | 0.41% | – |
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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% |