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 | $5,430,510 | +3.0% | 101,391 | +6.4% | 2.25% | -0.4% |
| Q2 2023 | $5,271,772 | +7.8% | 95,279 | +6.3% | 2.26% | -4.4% |
| Q1 2023 | $4,892,185 | +41.9% | 89,600 | +44.2% | 2.37% | +30.1% |
| Q4 2022 | $3,447,383 | -5.9% | 62,115 | -13.1% | 1.82% | -10.2% |
| Q3 2022 | $3,663,000 | +19.9% | 71,503 | +29.7% | 2.02% | +25.4% |
| Q2 2022 | $3,056,000 | +34.7% | 55,110 | +49.2% | 1.62% | +66.8% |
| Q1 2022 | $2,269,000 | +18.1% | 36,948 | +21.5% | 0.97% | +47.3% |
| Q4 2021 | $1,921,000 | +32.3% | 30,407 | +29.9% | 0.66% | +1.4% |
| Q3 2021 | $1,452,000 | +219.1% | 23,399 | +213.4% | 0.65% | +189.3% |
| Q2 2021 | $455,000 | – | 7,467 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 1,468,063 | $90,139,000 | 27.65% |
| Cornerstone Advisory, LLC | 1,226,499 | $75,307,000 | 11.48% |
| Ten Capital Wealth Advisors, LLC | 320,498 | $19,679,000 | 8.22% |
| Eagle Bluffs Wealth Management LLC | 116,067 | $7,127,000 | 6.88% |
| Derbend Asset Management | 99,318 | $6,276,000 | 6.13% |
| RiverFront Investment Group, LLC | 2,593,676 | $159,252,000 | 5.10% |
| Financial Futures Ltd Liability Co. | 101,614 | $6,239,000 | 4.88% |
| Camarda Financial Advisors, LLC | 157,673 | $9,681,000 | 4.62% |
| Advisory Resource Group | 216,554 | $13,296,000 | 4.14% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 109,933 | $6,750,000 | 4.00% |