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 | $1,103,293 | -1.7% | 20,599 | +1.6% | 0.09% | +1.2% |
| Q2 2023 | $1,122,204 | +17.8% | 20,282 | +16.2% | 0.09% | +11.7% |
| Q1 2023 | $952,989 | +19.5% | 17,454 | +19.3% | 0.08% | +14.9% |
| Q4 2022 | $797,461 | +35.9% | 14,635 | +27.8% | 0.07% | +26.4% |
| Q3 2022 | $587,000 | -3.8% | 11,454 | +4.2% | 0.05% | -3.6% |
| Q2 2022 | $610,000 | +20.1% | 10,995 | +32.9% | 0.06% | +44.7% |
| Q1 2022 | $508,000 | +22.1% | 8,275 | +25.6% | 0.04% | +26.7% |
| Q4 2021 | $416,000 | +23.1% | 6,590 | +16.3% | 0.03% | +15.4% |
| Q3 2021 | $338,000 | +19.9% | 5,665 | +21.6% | 0.03% | +18.2% |
| Q2 2021 | $282,000 | – | 4,660 | – | 0.02% | – |
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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% |