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 | $121,278 | -1.6% | 2,264,357 | +1.7% | 4.30% | +7.1% |
| Q2 2023 | $123,191 | -99.7% | 2,226,472 | +177.4% | 4.02% | +159.5% |
| Q1 2023 | $43,822,123 | +126.8% | 802,603 | -1.5% | 1.55% | -64.7% |
| Q4 2022 | $19,317,826 | -60.2% | 814,658 | -11.3% | 4.38% | +140.8% |
| Q3 2022 | $48,592,000 | -77.3% | 918,402 | -76.2% | 1.82% | -77.3% |
| Q2 2022 | $213,990,000 | +34.4% | 3,859,162 | +48.8% | 8.04% | +57.5% |
| Q1 2022 | $159,252,000 | +2.4% | 2,593,676 | +5.4% | 5.10% | +5.3% |
| Q4 2021 | $155,458,000 | +74.1% | 2,460,186 | +64.2% | 4.84% | +62.7% |
| Q3 2021 | $89,295,000 | +163.1% | 1,497,998 | +167.3% | 2.98% | +335.2% |
| Q2 2021 | $33,946,000 | – | 560,455 | – | 0.68% | – |
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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% |