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 | $103,517,961 | +10.1% | 1,932,758 | +13.8% | 0.14% | +11.6% |
| Q2 2023 | $93,997,128 | +26.7% | 1,698,846 | +25.1% | 0.12% | +16.3% |
| Q1 2023 | $74,173,270 | +49.1% | 1,358,485 | +48.8% | 0.10% | +38.7% |
| Q4 2022 | $49,738,271 | +131.1% | 912,798 | +117.2% | 0.08% | +97.4% |
| Q3 2022 | $21,525,000 | +82.2% | 420,173 | +97.2% | 0.04% | +90.0% |
| Q2 2022 | $11,816,000 | +247.8% | 213,106 | +285.2% | 0.02% | +300.0% |
| Q1 2022 | $3,397,000 | +16076.2% | 55,326 | +16614.8% | 0.01% | – |
| Q4 2021 | $21,000 | – | 331 | – | 0.00% | – |
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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% |