J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,734,594 | -22.9% | 32,386 | -20.3% | 0.14% | -21.1% |
| Q2 2023 | $2,249,219 | +11.4% | 40,651 | +9.9% | 0.17% | +8.9% |
| Q1 2023 | $2,018,944 | +31.3% | 36,977 | +32.4% | 0.16% | +25.6% |
| Q4 2022 | $1,537,493 | +69.0% | 27,923 | +57.1% | 0.12% | +45.3% |
| Q3 2022 | $910,000 | -9.0% | 17,771 | -1.5% | 0.09% | +2.4% |
| Q2 2022 | $1,000,000 | +15.5% | 18,043 | +27.9% | 0.08% | +31.2% |
| Q1 2022 | $866,000 | -22.8% | 14,106 | -20.0% | 0.06% | 0.0% |
| Q4 2021 | $1,122,000 | +9.1% | 17,632 | +2.3% | 0.06% | +1.6% |
| Q3 2021 | $1,028,000 | +18.8% | 17,239 | +20.7% | 0.06% | +16.7% |
| Q2 2021 | $865,000 | +9.8% | 14,277 | +5.3% | 0.05% | -1.8% |
| Q1 2021 | $788,000 | +2.7% | 13,552 | -0.6% | 0.06% | -5.2% |
| Q4 2020 | $767,000 | – | 13,633 | – | 0.06% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 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% |