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 | $53,647,071 | -2.0% | 1,001,626 | +1.2% | 0.32% | -2.4% |
| Q2 2023 | $54,752,725 | +66.1% | 989,567 | +63.9% | 0.33% | +55.2% |
| Q1 2023 | $32,968,485 | +185.6% | 603,818 | +185.0% | 0.21% | +155.4% |
| Q4 2022 | $11,542,853 | +170.3% | 211,834 | +154.1% | 0.08% | +144.1% |
| Q3 2022 | $4,270,000 | +278.9% | 83,355 | +310.2% | 0.03% | +277.8% |
| Q2 2022 | $1,127,000 | -4.6% | 20,323 | +5.6% | 0.01% | +12.5% |
| Q1 2022 | $1,181,000 | +35.1% | 19,239 | +39.1% | 0.01% | +33.3% |
| Q4 2021 | $874,000 | -3.4% | 13,834 | -8.9% | 0.01% | -14.3% |
| Q3 2021 | $905,000 | +96.7% | 15,188 | +100.1% | 0.01% | +75.0% |
| Q2 2021 | $460,000 | +8.0% | 7,592 | +3.5% | 0.00% | 0.0% |
| Q1 2021 | $426,000 | – | 7,334 | – | 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% |