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 | $37,222,658 | -13.2% | 785,982 | +1.4% | 5.75% | +2.3% |
| Q2 2023 | $42,870,521 | +1.9% | 774,815 | +0.6% | 5.62% | +0.4% |
| Q1 2023 | $42,070,394 | +18.7% | 770,520 | +18.4% | 5.60% | +16.5% |
| Q4 2022 | $35,448,031 | +316.2% | 650,542 | +291.9% | 4.81% | +291.4% |
| Q3 2022 | $8,518,000 | -2.8% | 166,016 | +5.3% | 1.23% | +3.3% |
| Q2 2022 | $8,764,000 | -8.0% | 157,591 | +1.6% | 1.19% | +5.2% |
| Q1 2022 | $9,526,000 | -2.3% | 155,161 | +0.4% | 1.13% | +6.0% |
| Q4 2021 | $9,755,000 | +7.2% | 154,584 | +1.6% | 1.07% | +17.7% |
| Q3 2021 | $9,103,000 | +8.3% | 152,111 | +9.6% | 0.91% | -3.4% |
| Q2 2021 | $8,404,000 | +25.5% | 138,736 | +20.5% | 0.94% | +24.7% |
| Q1 2021 | $6,696,000 | – | 115,179 | – | 0.75% | – |
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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% |