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 | $1,632,559 | -4.2% | 30,481 | -1.1% | 0.07% | +8.1% |
| Q2 2023 | $1,704,867 | +10.0% | 30,813 | +8.5% | 0.06% | +8.8% |
| Q1 2023 | $1,550,359 | +26.7% | 28,395 | +27.8% | 0.06% | +18.8% |
| Q4 2022 | $1,223,210 | +54.3% | 22,215 | +43.5% | 0.05% | +37.1% |
| Q3 2022 | $793,000 | +101.8% | 15,476 | +118.3% | 0.04% | +118.8% |
| Q2 2022 | $393,000 | +23.6% | 7,090 | +36.8% | 0.02% | +45.5% |
| Q1 2022 | $318,000 | – | 5,181 | – | 0.01% | – |
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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% |