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 | $3,491,548 | +4.9% | 65,189 | +8.4% | 0.36% | +2.8% |
| Q2 2023 | $3,328,130 | -45.7% | 60,149 | -46.4% | 0.35% | +6.3% |
| Q1 2023 | $6,129,469 | +42.0% | 112,261 | +41.7% | 0.33% | +26.8% |
| Q4 2022 | $4,316,573 | +295.7% | 79,218 | +272.3% | 0.26% | +252.7% |
| Q3 2022 | $1,091,000 | -78.8% | 21,279 | -77.1% | 0.07% | -78.6% |
| Q2 2022 | $5,153,000 | +1398.0% | 92,929 | +1557.1% | 0.34% | +1542.9% |
| Q1 2022 | $344,000 | +18.6% | 5,608 | +22.1% | 0.02% | +16.7% |
| Q4 2021 | $290,000 | – | 4,592 | – | 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% |