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 | $67,801,821 | +5.3% | 1,265,904 | +8.7% | 0.26% | +4.8% |
| Q2 2023 | $64,416,059 | +199962.3% | 1,164,215 | +97.4% | 0.25% | +81.2% |
| Q1 2023 | $32,198 | +29.4% | 589,716 | +29.2% | 0.14% | +10.4% |
| Q4 2022 | $24,880 | -99.9% | 456,609 | +29.6% | 0.12% | +34.4% |
| Q3 2022 | $18,051,000 | +79.3% | 352,371 | +94.0% | 0.09% | +72.2% |
| Q2 2022 | $10,070,000 | +46.1% | 181,613 | +61.8% | 0.05% | +63.6% |
| Q1 2022 | $6,891,000 | +43.0% | 112,241 | +47.1% | 0.03% | +50.0% |
| Q4 2021 | $4,820,000 | +65.9% | 76,277 | +56.4% | 0.02% | +46.7% |
| Q3 2021 | $2,906,000 | +65.9% | 48,755 | +68.5% | 0.02% | +50.0% |
| Q2 2021 | $1,752,000 | +86.6% | 28,937 | +78.9% | 0.01% | +66.7% |
| Q1 2021 | $939,000 | – | 16,172 | – | 0.01% | – |
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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% |