J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,152,704,044 | -7.2% | 21,521,734 | -4.1% | 0.13% | -5.9% |
| Q2 2023 | $1,242,175,300 | -14.4% | 22,450,304 | -15.5% | 0.14% | -23.7% |
| Q1 2023 | $1,450,958,922 | +136944.5% | 26,574,339 | +36.8% | 0.18% | +26.4% |
| Q4 2022 | $1,058,750 | -99.9% | 19,430,185 | +0.8% | 0.14% | -1.4% |
| Q3 2022 | $987,149,000 | +13.1% | 19,268,952 | +22.4% | 0.14% | +16.4% |
| Q2 2022 | $872,887,000 | -11.2% | 15,741,877 | -1.7% | 0.12% | +3.4% |
| Q1 2022 | $982,826,000 | -20.6% | 16,006,927 | -18.3% | 0.12% | -17.5% |
| Q4 2021 | $1,238,012,000 | +50.0% | 19,591,892 | +41.5% | 0.14% | +40.2% |
| Q3 2021 | $825,407,000 | +37.5% | 13,846,814 | +39.7% | 0.10% | +41.7% |
| Q2 2021 | $600,205,000 | +78.1% | 9,909,270 | +70.9% | 0.07% | +60.0% |
| Q1 2021 | $337,016,000 | +1850.0% | 5,798,611 | +1770.5% | 0.04% | +1400.0% |
| Q4 2020 | $17,283,000 | +0.2% | 310,000 | -4.6% | 0.00% | 0.0% |
| Q3 2020 | $17,251,000 | -3.2% | 325,000 | -7.1% | 0.00% | 0.0% |
| Q2 2020 | $17,827,000 | – | 350,000 | – | 0.00% | – |
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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% |