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 | $1,720,515 | -5.1% | 32,123 | -2.0% | 1.58% | -4.7% |
| Q2 2023 | $1,813,697 | +43.2% | 32,780 | +41.3% | 1.66% | +27.1% |
| Q1 2023 | $1,266,320 | +17.2% | 23,193 | +16.9% | 1.30% | +22.7% |
| Q4 2022 | $1,080,914 | +9.0% | 19,837 | +2.4% | 1.06% | +33.2% |
| Q3 2022 | $992,000 | +0.2% | 19,368 | +8.5% | 0.80% | -17.3% |
| Q2 2022 | $990,000 | +98.8% | 17,856 | +120.3% | 0.96% | +184.7% |
| Q1 2022 | $498,000 | +15.8% | 8,106 | +19.2% | 0.34% | +8.3% |
| Q4 2021 | $430,000 | +4.6% | 6,799 | -1.4% | 0.31% | +3.6% |
| Q3 2021 | $411,000 | +55.1% | 6,898 | +57.6% | 0.30% | +58.1% |
| Q2 2021 | $265,000 | – | 4,377 | – | 0.19% | – |
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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% |