J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,035,642 | +75.7% | 616,797 | +81.5% | 1.54% | +89.8% |
| Q2 2023 | $18,803,582 | +19.4% | 339,844 | +17.9% | 0.81% | +12.3% |
| Q1 2023 | $15,744,969 | +81.7% | 288,369 | +81.4% | 0.72% | +74.5% |
| Q4 2022 | $8,663,420 | +10.8% | 158,991 | +4.2% | 0.42% | +8.4% |
| Q3 2022 | $7,820,000 | +7.7% | 152,640 | +16.5% | 0.38% | +19.3% |
| Q2 2022 | $7,264,000 | +58.4% | 131,002 | +75.4% | 0.32% | +93.4% |
| Q1 2022 | $4,586,000 | +213.5% | 74,687 | +222.5% | 0.17% | +232.0% |
| Q4 2021 | $1,463,000 | +200.4% | 23,157 | +183.2% | 0.05% | +177.8% |
| Q3 2021 | $487,000 | +69.7% | 8,176 | +72.6% | 0.02% | +63.6% |
| Q2 2021 | $287,000 | – | 4,737 | – | 0.01% | – |
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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% |