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 | $11,288,789 | -27.9% | 210,769 | -25.5% | 2.53% | -30.7% |
| Q2 2023 | $15,658,651 | -11.0% | 283,005 | -12.2% | 3.65% | -19.9% |
| Q1 2023 | $17,591,717 | +0.8% | 322,193 | +0.7% | 4.56% | +10.4% |
| Q4 2022 | $17,450,380 | -18.6% | 320,087 | -23.5% | 4.13% | -34.1% |
| Q3 2022 | $21,448,000 | +46.7% | 418,668 | +58.8% | 6.27% | +61.5% |
| Q2 2022 | $14,617,000 | +247.8% | 263,615 | +285.1% | 3.88% | +283.1% |
| Q1 2022 | $4,203,000 | +44.2% | 68,445 | +48.4% | 1.01% | +50.7% |
| Q4 2021 | $2,914,000 | – | 46,120 | – | 0.67% | – |
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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% |