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 | $2,914,189 | +5.5% | 54,415 | +9.0% | 0.01% | +27.3% |
| Q2 2023 | $2,762,800 | +251.1% | 49,932 | +246.4% | 0.01% | +450.0% |
| Q1 2023 | $786,978 | +89.1% | 14,414 | +88.7% | 0.00% | -33.3% |
| Q4 2022 | $416,247 | +14.7% | 7,638 | +7.7% | 0.00% | -25.0% |
| Q3 2022 | $363,000 | +10.7% | 7,094 | +20.1% | 0.00% | 0.0% |
| Q2 2022 | $328,000 | -32.8% | 5,908 | -25.6% | 0.00% | -50.0% |
| Q1 2022 | $488,000 | +13.5% | 7,946 | +16.7% | 0.01% | +14.3% |
| Q4 2021 | $430,000 | – | 6,807 | – | 0.01% | – |
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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% |