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 | $5,534,325 | -10.3% | 103,329 | -7.4% | 1.09% | -12.6% |
| Q2 2023 | $6,171,642 | +4.1% | 111,542 | +2.8% | 1.25% | +2.3% |
| Q1 2023 | $5,925,774 | +6.7% | 108,531 | +6.5% | 1.22% | +4.1% |
| Q4 2022 | $5,554,214 | +10.7% | 101,931 | +4.1% | 1.18% | -6.7% |
| Q3 2022 | $5,018,000 | -7.3% | 97,955 | +0.3% | 1.26% | -0.8% |
| Q2 2022 | $5,414,000 | -8.0% | 97,635 | +1.9% | 1.27% | +9.5% |
| Q1 2022 | $5,884,000 | – | 95,835 | – | 1.16% | – |
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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% |