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 | $602,185,041 | -2.2% | 11,243,186 | +1.0% | 0.18% | +4.1% |
| Q2 2023 | $615,765,736 | +7.8% | 11,128,967 | +6.3% | 0.17% | +3.0% |
| Q1 2023 | $571,405,044 | +18.9% | 10,465,293 | +18.6% | 0.16% | +13.9% |
| Q4 2022 | $480,704,245 | +29.9% | 8,821,880 | +22.2% | 0.14% | +19.0% |
| Q3 2022 | $369,991,000 | +49.7% | 7,222,129 | +62.0% | 0.12% | +59.2% |
| Q2 2022 | $247,137,000 | +32.2% | 4,456,939 | +46.4% | 0.08% | +58.3% |
| Q1 2022 | $186,893,000 | +61.7% | 3,043,879 | +66.4% | 0.05% | +65.5% |
| Q4 2021 | $115,571,000 | +138.3% | 1,828,950 | +124.8% | 0.03% | +163.6% |
| Q3 2021 | $48,490,000 | +1616233.3% | 813,459 | +1730663.8% | 0.01% | – |
| Q2 2021 | $3,000 | +200.0% | 47 | +113.6% | 0.00% | – |
| Q1 2021 | $1,000 | – | 22 | – | 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% |