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 | $550,742 | +56.2% | 10,283 | +61.3% | 0.07% | +65.0% |
| Q2 2023 | $352,648 | +60.3% | 6,374 | +58.2% | 0.04% | +53.8% |
| Q1 2023 | $219,929 | +14.3% | 4,028 | +14.1% | 0.03% | +8.3% |
| Q4 2022 | $192,404 | +6.3% | 3,531 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $181,000 | -7.7% | 3,531 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $196,000 | -9.7% | 3,531 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $217,000 | -2.7% | 3,531 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $223,000 | – | 3,531 | – | 0.03% | – |
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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% |