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 | $418,464 | +486.9% | 7,813 | +406.0% | 0.00% | – |
| Q2 2023 | $71,302 | -94.7% | 1,544 | -93.8% | 0.00% | -100.0% |
| Q4 2022 | $1,350,644 | -60.4% | 24,787 | -62.8% | 0.01% | -65.0% |
| Q3 2022 | $3,414,000 | +117.0% | 66,634 | +134.9% | 0.02% | +66.7% |
| Q2 2022 | $1,573,000 | -69.4% | 28,365 | -66.1% | 0.01% | -72.7% |
| Q1 2022 | $5,142,000 | -47.3% | 83,754 | -45.8% | 0.04% | -41.3% |
| Q4 2021 | $9,756,000 | +47.3% | 154,399 | +39.0% | 0.08% | -9.6% |
| Q3 2021 | $6,623,000 | +4257.2% | 111,099 | +4321.0% | 0.08% | +4050.0% |
| Q2 2021 | $152,000 | – | 2,513 | – | 0.00% | – |
Download | ||||||
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% |