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 | $15,917,902 | -11.6% | 297,198 | -8.6% | 10.85% | -10.9% |
| Q2 2023 | $17,996,921 | +26.3% | 325,265 | +24.6% | 12.17% | +13.9% |
| Q1 2023 | $14,254,930 | +6.3% | 261,079 | +6.1% | 10.68% | -0.1% |
| Q4 2022 | $13,405,605 | +16.5% | 246,020 | +9.6% | 10.70% | +16.8% |
| Q3 2022 | $11,504,000 | +36.7% | 224,554 | +47.9% | 9.16% | +30.3% |
| Q2 2022 | $8,417,000 | +34.1% | 151,800 | +52.8% | 7.03% | +14.6% |
| Q1 2022 | $6,276,000 | 0.0% | 99,318 | 0.0% | 6.13% | 0.0% |
| Q4 2021 | $6,276,000 | +18.1% | 99,318 | +11.4% | 6.13% | +22.8% |
| Q3 2021 | $5,314,000 | – | 89,147 | – | 4.99% | – |
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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% |