J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,477 | +3.6% | 6,749 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $348,799 | -20.0% | 6,304 | -21.0% | 0.00% | 0.0% |
| Q1 2023 | $435,817 | +88.9% | 7,982 | +88.5% | 0.00% | – |
| Q4 2022 | $230,765 | +32.6% | 4,235 | +25.3% | 0.00% | – |
| Q3 2022 | $174,000 | -73.3% | 3,380 | -71.2% | 0.00% | -100.0% |
| Q2 2022 | $651,000 | +1659.5% | 11,748 | +1841.8% | 0.00% | – |
| Q1 2022 | $37,000 | -2.6% | 605 | 0.0% | 0.00% | – |
| Q4 2021 | $38,000 | +442.9% | 605 | +421.6% | 0.00% | – |
| Q3 2021 | $7,000 | – | 116 | – | 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% |