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 | $3,990,381 | -6.6% | 74,503 | -3.5% | 0.00% | -100.0% |
| Q2 2023 | $4,272,251 | -55.3% | 77,214 | -55.9% | 0.00% | -50.0% |
| Q1 2023 | $9,564,282 | -47.9% | 175,170 | -48.0% | 0.00% | -50.0% |
| Q4 2022 | $18,358,280 | +14.7% | 336,911 | +7.8% | 0.00% | +33.3% |
| Q3 2022 | $16,004,000 | +32.4% | 312,418 | +43.4% | 0.00% | -25.0% |
| Q2 2022 | $12,085,000 | +11.9% | 217,939 | +23.9% | 0.00% | +100.0% |
| Q1 2022 | $10,800,000 | -10.8% | 175,894 | -8.2% | 0.00% | 0.0% |
| Q4 2021 | $12,111,000 | -24.1% | 191,668 | -28.4% | 0.00% | -33.3% |
| Q3 2021 | $15,958,000 | +100.9% | 267,698 | +104.1% | 0.00% | +50.0% |
| Q2 2021 | $7,943,000 | – | 131,130 | – | 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% |