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 | $611 | -4.8% | 11,400 | -1.7% | 0.24% | -19.5% |
| Q2 2023 | $642 | +2.7% | 11,600 | +1.3% | 0.30% | -2.6% |
| Q1 2023 | $625 | +51.0% | 11,450 | +50.7% | 0.31% | +41.0% |
| Q4 2022 | $414 | -99.9% | 7,600 | +4.1% | 0.22% | +0.9% |
| Q3 2022 | $374,000 | +42.2% | 7,300 | +53.7% | 0.22% | +51.4% |
| Q2 2022 | $263,000 | -11.7% | 4,750 | -2.1% | 0.14% | +2.2% |
| Q1 2022 | $298,000 | +0.3% | 4,850 | +3.2% | 0.14% | +0.7% |
| Q4 2021 | $297,000 | +38.1% | 4,700 | +30.6% | 0.14% | +26.6% |
| Q3 2021 | $215,000 | -1.4% | 3,600 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $218,000 | +4.3% | 3,600 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $209,000 | – | 3,600 | – | 0.11% | – |
Download | ||||||
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% |