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 | $359,655 | +5.6% | 6,715 | +9.1% | 0.08% | +6.8% |
| Q2 2023 | $340,556 | +15.4% | 6,155 | +13.9% | 0.07% | +10.4% |
| Q1 2023 | $295,113 | +14.1% | 5,405 | +13.9% | 0.07% | -6.9% |
| Q4 2022 | $258,555 | -99.9% | 4,745 | 0.0% | 0.07% | +5.9% |
| Q3 2022 | $243,086,000 | +60671.5% | 4,745 | -27.2% | 0.07% | -10.5% |
| Q1 2022 | $400,000 | +14.9% | 6,515 | +19.2% | 0.08% | +20.6% |
| Q4 2021 | $348,000 | -99.9% | 5,465 | +9.8% | 0.06% | -33.0% |
| Q3 2021 | $296,560,000 | +32.3% | 4,975 | +34.5% | 0.09% | +42.4% |
| Q2 2021 | $224,109,000 | – | 3,700 | – | 0.07% | – |
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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% |