J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,899,803 | -3.8% | 352,872 | -0.6% | 0.07% | -6.5% |
| Q2 2023 | $19,642,041 | -28.0% | 354,998 | -29.0% | 0.08% | -35.8% |
| Q1 2023 | $27,292,917 | +10.6% | 499,870 | +10.3% | 0.12% | -3.2% |
| Q4 2022 | $24,683,592 | +30.9% | 452,993 | +23.1% | 0.12% | +12.7% |
| Q3 2022 | $18,854,000 | +31.1% | 368,036 | +41.9% | 0.11% | +18.3% |
| Q2 2022 | $14,385,000 | +490.8% | 259,426 | +554.1% | 0.09% | +481.2% |
| Q1 2022 | $2,435,000 | +1070.7% | 39,663 | +1113.7% | 0.02% | +1500.0% |
| Q4 2021 | $208,000 | +550.0% | 3,268 | +443.8% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | +6.7% | 601 | +1.3% | 0.00% | – |
| Q2 2020 | $30,000 | – | 593 | – | 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% |