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 | $6,637,162 | -1.3% | 123,920 | +2.0% | 3.18% | +1.8% |
| Q2 2023 | $6,724,595 | +2.7% | 121,536 | +1.4% | 3.13% | -8.5% |
| Q1 2023 | $6,546,211 | -6.8% | 119,894 | -7.0% | 3.42% | -15.6% |
| Q4 2022 | $7,026,103 | +9.0% | 128,943 | +2.5% | 4.05% | +0.9% |
| Q3 2022 | $6,448,000 | +4.9% | 125,855 | +13.6% | 4.02% | -4.7% |
| Q2 2022 | $6,145,000 | -9.0% | 110,821 | +0.8% | 4.21% | +5.2% |
| Q1 2022 | $6,750,000 | -0.1% | 109,933 | +2.9% | 4.00% | +5.7% |
| Q4 2021 | $6,754,000 | – | 106,880 | – | 3.79% | – |
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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% |