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 | $24,349,924 | -7.0% | 454,629 | -3.9% | 0.66% | +12.3% |
| Q2 2023 | $26,177,795 | +7.6% | 473,121 | +6.1% | 0.59% | -9.4% |
| Q1 2023 | $24,336,296 | +27.9% | 445,720 | +28.9% | 0.65% | +21.6% |
| Q4 2022 | $19,033,725 | +27.0% | 345,724 | +18.1% | 0.53% | +17.7% |
| Q3 2022 | $14,992,000 | +799.9% | 292,646 | +874.1% | 0.45% | +547.1% |
| Q2 2022 | $1,666,000 | +7.2% | 30,044 | +18.8% | 0.07% | +37.3% |
| Q1 2022 | $1,554,000 | +0.3% | 25,300 | +3.2% | 0.05% | +13.3% |
| Q4 2021 | $1,549,000 | +27.3% | 24,507 | +20.1% | 0.04% | +15.4% |
| Q3 2021 | $1,217,000 | +51.4% | 20,405 | +53.8% | 0.04% | +50.0% |
| Q2 2021 | $804,000 | – | 13,267 | – | 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% |