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 | $1,964,503 | -33.1% | 36,679 | -30.9% | 0.09% | -30.6% |
| Q2 2023 | $2,936,171 | -3.7% | 53,067 | -5.0% | 0.12% | -10.1% |
| Q1 2023 | $3,049,427 | +53958.3% | 55,850 | -46.0% | 0.14% | -9.2% |
| Q4 2022 | $5,641 | -99.8% | 103,518 | +105.6% | 0.15% | -12.1% |
| Q3 2022 | $2,580,000 | +35.8% | 50,356 | +62.7% | 0.17% | +66.3% |
| Q1 2022 | $1,900,000 | +93.7% | 30,943 | +99.4% | 0.10% | +108.0% |
| Q4 2021 | $981,000 | +71.5% | 15,516 | +61.6% | 0.05% | +56.2% |
| Q3 2021 | $572,000 | – | 9,599 | – | 0.03% | – |
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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% |