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 | $863,952 | -48.7% | 16,131 | -47.0% | 0.14% | -40.6% |
| Q2 2023 | $1,682,656 | +1.3% | 30,411 | -0.1% | 0.23% | -3.3% |
| Q1 2023 | $1,661,803 | +24.5% | 30,436 | +24.2% | 0.24% | +16.3% |
| Q4 2022 | $1,334,927 | +31.0% | 24,499 | +23.2% | 0.21% | +17.5% |
| Q3 2022 | $1,019,000 | +6.1% | 19,887 | +14.9% | 0.18% | +9.9% |
| Q2 2022 | $960,000 | -8.7% | 17,314 | +1.0% | 0.16% | +10.3% |
| Q1 2022 | $1,052,000 | -4.0% | 17,135 | -1.2% | 0.15% | -0.7% |
| Q4 2021 | $1,096,000 | – | 17,337 | – | 0.15% | – |
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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% |