J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $40,853,015 | +17.6% | 743,052 | +14.6% | 1.02% | +6.7% |
| Q3 2023 | $34,739,355 | +5.3% | 648,606 | +8.8% | 0.96% | -4.5% |
| Q2 2023 | $32,985,958 | +21.3% | 596,168 | +19.7% | 1.01% | +25.4% |
| Q1 2023 | $27,194,640 | +105604.7% | 498,070 | +5.5% | 0.80% | +3.0% |
| Q4 2022 | $25,727 | -99.9% | 472,141 | +14.7% | 0.78% | +7.7% |
| Q3 2022 | $21,089,000 | +45.1% | 411,655 | +57.1% | 0.72% | +50.0% |
| Q2 2022 | $14,534,000 | +8.3% | 262,102 | +19.9% | 0.48% | +17.6% |
| Q1 2022 | $13,422,000 | -11.3% | 218,603 | -8.7% | 0.41% | -11.3% |
| Q4 2021 | $15,132,000 | +20.7% | 239,464 | +13.9% | 0.46% | +9.5% |
| Q3 2021 | $12,537,000 | +373.6% | 210,313 | +381.2% | 0.42% | +363.7% |
| Q2 2021 | $2,647,000 | +159.5% | 43,702 | +149.1% | 0.09% | +139.5% |
| Q1 2021 | $1,020,000 | – | 17,543 | – | 0.04% | – |
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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% |