J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,970,369 | -45.2% | 186,149 | -46.2% | 0.45% | +12.0% |
| Q2 2023 | $18,201,475 | +179.4% | 345,834 | +165.1% | 0.40% | +41.3% |
| Q1 2023 | $6,514,304 | +86803.7% | 130,460 | -13.3% | 0.28% | +41.5% |
| Q4 2022 | $7,496 | -99.9% | 150,455 | +17.1% | 0.20% | +19.8% |
| Q3 2022 | $6,402,000 | +28.9% | 128,433 | +28.8% | 0.17% | +7.1% |
| Q2 2022 | $4,968,000 | -26.9% | 99,746 | -26.9% | 0.16% | +83.5% |
| Q1 2022 | $6,799,000 | +369.9% | 136,430 | +495.2% | 0.08% | +203.6% |
| Q4 2021 | $1,447,000 | +260.8% | 22,923 | +242.1% | 0.03% | +250.0% |
| Q3 2021 | $401,000 | +1236.7% | 6,701 | +1240.2% | 0.01% | +700.0% |
| Q2 2021 | $30,000 | +3.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | -72.6% | 500 | -73.7% | 0.00% | -75.0% |
| Q4 2020 | $106,000 | +5.0% | 1,900 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $101,000 | – | 1,900 | – | 0.01% | – |
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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% |