Institute for Wealth Management, LLC. - J P MORGAN EXCHANGE TRADED F ownership

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
Institute for Wealth Management, LLC. ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q3 2023$1,332,023
-0.6%
24,870
+2.7%
0.24%
+6.2%
Q2 2023$1,340,057
+5.2%
24,219
+3.8%
0.23%
-7.0%
Q1 2023$1,273,501
+231.2%
23,324
+230.5%
0.24%
+200.0%
Q4 2022$384,5317,0570.08%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q1 2023
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 1,468,063$90,139,00027.65%
Cornerstone Advisory, LLC 1,226,499$75,307,00011.48%
Ten Capital Wealth Advisors, LLC 320,498$19,679,0008.22%
Eagle Bluffs Wealth Management LLC 116,067$7,127,0006.88%
Derbend Asset Management 99,318$6,276,0006.13%
RiverFront Investment Group, LLC 2,593,676$159,252,0005.10%
Financial Futures Ltd Liability Co. 101,614$6,239,0004.88%
Camarda Financial Advisors, LLC 157,673$9,681,0004.62%
Advisory Resource Group 216,554$13,296,0004.14%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 109,933$6,750,0004.00%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders