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 | $1,751,195,016 | +8.5% | 32,695,948 | +12.1% | 0.18% | +11.9% |
| Q2 2023 | $1,613,665,529 | +17.3% | 29,164,386 | +15.7% | 0.16% | +7.4% |
| Q1 2023 | $1,375,890,109 | +19.2% | 25,199,452 | +18.9% | 0.15% | +13.0% |
| Q4 2022 | $1,154,368,964 | +35.6% | 21,184,968 | +27.5% | 0.13% | +12.9% |
| Q3 2022 | $851,332,000 | +15.6% | 16,617,839 | +25.2% | 0.12% | +20.8% |
| Q2 2022 | $736,180,000 | +79.7% | 13,276,457 | +99.0% | 0.10% | +74.5% |
| Q1 2022 | $409,636,000 | +184.5% | 6,671,592 | +192.8% | 0.06% | +205.6% |
| Q4 2021 | $143,978,000 | +134458.9% | 2,278,488 | +126906.0% | 0.02% | – |
| Q3 2021 | $107,000 | +189.2% | 1,794 | +193.1% | 0.00% | – |
| Q2 2021 | $37,000 | – | 612 | – | 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% |