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 | $34,754,067 | +16.4% | 648,881 | +20.3% | 0.10% | +20.3% |
| Q2 2023 | $29,849,041 | +53.4% | 539,473 | +51.3% | 0.08% | +64.6% |
| Q1 2023 | $19,461,678 | +109143.2% | 356,441 | +9.0% | 0.05% | +2.1% |
| Q4 2022 | $17,815 | -99.9% | 326,942 | +21.2% | 0.05% | +14.6% |
| Q3 2022 | $13,815,000 | -31.8% | 269,670 | -26.2% | 0.04% | -26.8% |
| Q2 2022 | $20,252,000 | +118.8% | 365,237 | +142.3% | 0.06% | +143.5% |
| Q1 2022 | $9,255,000 | +87.4% | 150,743 | +92.9% | 0.02% | +91.7% |
| Q4 2021 | $4,939,000 | +140.9% | 78,154 | +127.2% | 0.01% | +140.0% |
| Q3 2021 | $2,050,000 | +152.5% | 34,394 | +156.6% | 0.01% | +150.0% |
| Q2 2021 | $812,000 | – | 13,404 | – | 0.00% | – |
Download | ||||||
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% |