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 | $12,092,084 | +10.8% | 225,767 | +14.5% | 0.32% | +11.7% |
| Q2 2023 | $10,911,155 | +23.5% | 197,201 | +21.8% | 0.29% | +18.8% |
| Q1 2023 | $8,837,461 | -21.9% | 161,858 | -22.0% | 0.24% | -29.4% |
| Q4 2022 | $11,309,866 | +30.4% | 207,559 | +22.6% | 0.35% | +13.4% |
| Q3 2022 | $8,672,000 | +756.1% | 169,274 | +826.3% | 0.31% | +774.3% |
| Q2 2022 | $1,013,000 | +116.0% | 18,275 | +139.0% | 0.04% | +150.0% |
| Q1 2022 | $469,000 | +66.9% | 7,646 | +71.8% | 0.01% | +75.0% |
| Q4 2021 | $281,000 | +28.9% | 4,451 | +21.4% | 0.01% | +14.3% |
| Q3 2021 | $218,000 | +395.5% | 3,665 | +405.5% | 0.01% | +600.0% |
| Q2 2021 | $44,000 | – | 725 | – | 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% |