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 | $114,438,106 | +0.2% | 2,136,634 | +3.5% | 29.07% | +0.1% |
| Q2 2023 | $114,224,242 | +1.4% | 2,064,418 | +0.0% | 29.03% | -16.4% |
| Q1 2023 | $112,685,792 | +9.6% | 2,063,842 | +11.7% | 34.71% | +5.6% |
| Q4 2022 | $102,828,726 | -0.5% | 1,848,356 | -8.4% | 32.88% | -5.7% |
| Q3 2022 | $103,365,000 | +5.1% | 2,017,658 | +13.8% | 34.88% | +6.8% |
| Q2 2022 | $98,318,000 | +9.1% | 1,773,089 | +20.8% | 32.66% | +18.1% |
| Q1 2022 | $90,139,000 | +39.3% | 1,468,063 | +44.4% | 27.65% | +37.9% |
| Q4 2021 | $64,695,000 | +54.9% | 1,016,571 | +45.1% | 20.06% | +126.8% |
| Q3 2021 | $41,766,000 | +3.8% | 700,659 | +5.5% | 8.84% | +27.5% |
| Q2 2021 | $40,219,000 | +59.3% | 664,007 | +52.9% | 6.94% | +17.9% |
| Q1 2021 | $25,246,000 | +24.9% | 434,372 | +20.9% | 5.88% | -8.0% |
| Q4 2020 | $20,221,000 | +4.6% | 359,355 | -0.8% | 6.40% | -5.5% |
| Q3 2020 | $19,324,000 | – | 362,343 | – | 6.77% | – |
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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% |