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 | $765,801 | -1.3% | 14,298 | +2.0% | 0.25% | -0.8% |
| Q2 2023 | $775,893 | +2.5% | 14,023 | +1.1% | 0.25% | -0.8% |
| Q1 2023 | $757,084 | +366.4% | 13,866 | +370.4% | 0.25% | +330.5% |
| Q4 2022 | $162,326 | -10.8% | 2,948 | -16.8% | 0.06% | -18.1% |
| Q3 2022 | $182,000 | +4.6% | 3,543 | +12.7% | 0.07% | +5.9% |
| Q2 2022 | $174,000 | -8.9% | 3,145 | +1.3% | 0.07% | +11.5% |
| Q1 2022 | $191,000 | -15.9% | 3,106 | -12.9% | 0.06% | -14.1% |
| Q4 2021 | $227,000 | -30.6% | 3,565 | -35.1% | 0.07% | -39.8% |
| Q3 2021 | $327,000 | – | 5,493 | – | 0.12% | – |
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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% |