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 | $6,007,707 | -1.3% | 112,168 | +2.0% | 1.23% | +4.9% |
| Q2 2023 | $6,085,406 | +2.8% | 109,984 | +1.4% | 1.17% | -2.0% |
| Q1 2023 | $5,922,158 | +6.5% | 108,464 | +7.1% | 1.20% | +5.6% |
| Q4 2022 | $5,560,312 | +23.6% | 101,273 | +15.4% | 1.13% | +26.6% |
| Q3 2022 | $4,497,000 | +52.2% | 87,772 | +64.7% | 0.89% | +55.7% |
| Q2 2022 | $2,955,000 | +228.3% | 53,287 | +263.4% | 0.57% | +280.1% |
| Q1 2022 | $900,000 | +53.3% | 14,662 | +57.9% | 0.15% | +43.8% |
| Q4 2021 | $587,000 | +20.5% | 9,284 | +13.7% | 0.10% | +11.7% |
| Q3 2021 | $487,000 | +50.8% | 8,166 | +53.0% | 0.09% | +56.7% |
| Q2 2021 | $323,000 | – | 5,338 | – | 0.06% | – |
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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% |