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 | $636,410 | -1.9% | 11,882 | +1.4% | 0.05% | -1.9% |
| Q2 2023 | $648,536 | +7.1% | 11,721 | +5.7% | 0.05% | 0.0% |
| Q1 2023 | $605,660 | +109820.1% | 11,092 | +9.6% | 0.05% | +6.0% |
| Q4 2022 | $551 | -99.9% | 10,117 | -22.9% | 0.05% | -27.5% |
| Q3 2022 | $673,000 | -19.1% | 13,130 | -12.5% | 0.07% | -14.8% |
| Q2 2022 | $832,000 | +18.5% | 15,002 | +31.3% | 0.08% | +30.6% |
| Q1 2022 | $702,000 | -6.8% | 11,429 | -4.0% | 0.06% | -8.8% |
| Q4 2021 | $753,000 | +240.7% | 11,909 | +220.7% | 0.07% | +209.1% |
| Q3 2021 | $221,000 | 0.0% | 3,714 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $221,000 | – | 3,655 | – | 0.02% | – |
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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% |