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 | $425,873 | +4.0% | 7,951 | +7.4% | 0.09% | +6.8% |
| Q2 2023 | $409,441 | +15.7% | 7,400 | +14.2% | 0.09% | +11.4% |
| Q1 2023 | $353,808 | -2.8% | 6,480 | -3.0% | 0.08% | -6.0% |
| Q4 2022 | $363,993 | -23.5% | 6,680 | -28.1% | 0.08% | -34.9% |
| Q3 2022 | $476,000 | +12.3% | 9,290 | +21.5% | 0.13% | +19.4% |
| Q2 2022 | $424,000 | +2.2% | 7,645 | +13.1% | 0.11% | +25.6% |
| Q1 2022 | $415,000 | +1.0% | 6,760 | +3.8% | 0.09% | +2.4% |
| Q4 2021 | $411,000 | -12.7% | 6,510 | -17.6% | 0.08% | -20.0% |
| Q3 2021 | $471,000 | -22.3% | 7,905 | -21.0% | 0.10% | -27.6% |
| Q2 2021 | $606,000 | – | 10,005 | – | 0.14% | – |
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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% |