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 | $931,944 | -3.2% | 17,400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $962,742 | +10.5% | 17,400 | +9.1% | 0.01% | +10.0% |
| Q1 2023 | $870,870 | +15.7% | 15,950 | +15.5% | 0.01% | +11.1% |
| Q4 2022 | $752,561 | +2.4% | 13,811 | -3.7% | 0.01% | -10.0% |
| Q3 2022 | $735,000 | -37.2% | 14,348 | -32.0% | 0.01% | -33.3% |
| Q2 2022 | $1,170,000 | -8.6% | 21,092 | +1.1% | 0.02% | 0.0% |
| Q1 2022 | $1,280,000 | +6.7% | 20,855 | +9.8% | 0.02% | +15.4% |
| Q4 2021 | $1,200,000 | +4.0% | 18,990 | -1.9% | 0.01% | -7.1% |
| Q3 2021 | $1,154,000 | -22.3% | 19,354 | +48.8% | 0.01% | +55.6% |
| Q2 2021 | $1,486,000 | – | 13,008 | – | 0.01% | – |
Download | ||||||
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% |