J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,593,459 | +8.2% | 354,120 | +6.8% | 2.96% | +1.8% |
| Q1 2023 | $18,103,413 | +2.8% | 331,564 | +2.6% | 2.91% | -0.6% |
| Q4 2022 | $17,610,587 | +25.4% | 323,189 | +17.9% | 2.92% | +19.2% |
| Q3 2022 | $14,046,000 | +95.6% | 274,168 | +134.4% | 2.45% | +138.3% |
| Q1 2022 | $7,181,000 | +33.2% | 116,950 | +37.0% | 1.03% | +41.2% |
| Q4 2021 | $5,393,000 | +22.6% | 85,338 | +15.7% | 0.73% | +14.1% |
| Q3 2021 | $4,398,000 | +148.2% | 73,786 | +152.3% | 0.64% | +150.6% |
| Q2 2021 | $1,772,000 | – | 29,249 | – | 0.26% | – |
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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% |