J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,479,626 | +10.2% | 83,637 | +13.9% | 0.15% | +13.7% |
| Q2 2023 | $4,063,892 | +55.6% | 73,448 | +53.6% | 0.13% | +48.9% |
| Q1 2023 | $2,611,472 | +158.5% | 47,829 | +158.0% | 0.09% | +100.0% |
| Q4 2022 | $1,010,203 | +89.2% | 18,539 | +78.0% | 0.04% | +76.0% |
| Q3 2022 | $534,000 | +20.3% | 10,414 | +30.1% | 0.02% | +25.0% |
| Q2 2022 | $444,000 | +372.3% | 8,003 | +424.8% | 0.02% | +400.0% |
| Q1 2022 | $94,000 | -2.1% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $96,000 | +5.5% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $91,000 | – | 1,525 | – | 0.00% | – |
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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% |