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 | $129,806 | -2.3% | 2,423,546 | +1.0% | 0.48% | +4.5% |
| Q2 2023 | $132,821 | +20.7% | 2,400,518 | +19.1% | 0.46% | +3.1% |
| Q1 2023 | $110,059 | +37.6% | 2,015,729 | +37.3% | 0.45% | +43.9% |
| Q4 2022 | $79,990 | -99.9% | 1,467,973 | -3.5% | 0.31% | -6.6% |
| Q3 2022 | $77,896,000 | -7.6% | 1,520,511 | +0.0% | 0.33% | -12.3% |
| Q2 2022 | $84,302,000 | +17.9% | 1,520,162 | +30.5% | 0.38% | +24.5% |
| Q1 2022 | $71,522,000 | +7.9% | 1,164,849 | +11.1% | 0.31% | +19.1% |
| Q4 2021 | $66,262,000 | +47.0% | 1,048,612 | +38.7% | 0.26% | +33.2% |
| Q3 2021 | $45,067,000 | +100.7% | 756,024 | +103.9% | 0.19% | +94.9% |
| Q2 2021 | $22,460,000 | +548.6% | 370,807 | +522.4% | 0.10% | +482.4% |
| Q1 2021 | $3,463,000 | +65.5% | 59,577 | +58.7% | 0.02% | +70.0% |
| Q4 2020 | $2,093,000 | +172.2% | 37,544 | +160.2% | 0.01% | +150.0% |
| Q3 2020 | $769,000 | – | 14,429 | – | 0.00% | – |
Download | ||||||
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% |