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 | $4,602,786 | -9.5% | 85,937 | -7.0% | 0.00% | -33.3% |
| Q2 2023 | $5,085,507 | +68033.8% | 92,363 | -32.9% | 0.01% | -45.5% |
| Q1 2023 | $7,464 | -99.8% | 137,700 | +86.3% | 0.01% | +83.3% |
| Q3 2022 | $3,833,000 | +98.1% | 73,900 | +135.4% | 0.01% | +100.0% |
| Q1 2022 | $1,935,000 | -29.8% | 31,400 | -28.1% | 0.00% | 0.0% |
| Q4 2021 | $2,755,000 | -15.1% | 43,691 | -18.7% | 0.00% | -25.0% |
| Q3 2021 | $3,244,000 | – | 53,744 | – | 0.00% | – |
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% |