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 | $37,230,682 | +5.7% | 695,121 | +9.2% | 0.03% | +6.7% |
| Q2 2023 | $35,213,773 | +18.6% | 636,432 | +17.0% | 0.03% | +15.4% |
| Q1 2023 | $29,698,584 | +36.4% | 543,930 | +36.1% | 0.03% | +23.8% |
| Q4 2022 | $21,769,729 | +159.3% | 399,518 | +143.8% | 0.02% | +133.3% |
| Q3 2022 | $8,396,000 | +724.8% | 163,866 | +792.9% | 0.01% | +800.0% |
| Q2 2022 | $1,018,000 | -10.7% | 18,352 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $1,140,000 | +1063.3% | 18,552 | +1098.4% | 0.00% | – |
| Q4 2021 | $98,000 | +216.1% | 1,548 | +193.2% | 0.00% | – |
| Q3 2021 | $31,000 | +3.3% | 528 | +5.6% | 0.00% | – |
| Q2 2021 | $30,000 | – | 500 | – | 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% |