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 | $1,820,771 | +1.4% | 33,995 | +4.8% | 0.64% | +7.1% |
| Q2 2023 | $1,795,339 | +9.9% | 32,448 | +8.4% | 0.59% | +7.8% |
| Q1 2023 | $1,633,971 | +14.7% | 29,926 | +14.5% | 0.55% | +8.0% |
| Q4 2022 | $1,424,505 | +43.3% | 26,143 | +34.7% | 0.51% | +37.1% |
| Q3 2022 | $994,000 | +36.2% | 19,407 | +47.3% | 0.37% | +48.2% |
| Q2 2022 | $730,000 | +779.5% | 13,173 | +875.8% | 0.25% | +945.8% |
| Q1 2022 | $83,000 | +25.8% | 1,350 | +28.6% | 0.02% | +26.3% |
| Q4 2021 | $66,000 | – | 1,050 | – | 0.02% | – |
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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% |