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 | $1,766,891 | +3.8% | 32,989 | +7.2% | 1.23% | +10.3% |
| Q2 2023 | $1,702,781 | +4.6% | 30,775 | +3.2% | 1.12% | -1.9% |
| Q1 2023 | $1,627,626 | +5.6% | 29,810 | +5.4% | 1.14% | +1.4% |
| Q4 2022 | $1,540,706 | +10.7% | 28,275 | +4.0% | 1.12% | +0.4% |
| Q3 2022 | $1,392,000 | -7.6% | 27,180 | 0.0% | 1.12% | -1.9% |
| Q2 2022 | $1,507,000 | -9.7% | 27,180 | 0.0% | 1.14% | +8.7% |
| Q1 2022 | $1,669,000 | -2.9% | 27,180 | 0.0% | 1.05% | +2.3% |
| Q4 2021 | $1,718,000 | +3.7% | 27,180 | -2.2% | 1.02% | -5.4% |
| Q3 2021 | $1,656,000 | – | 27,780 | – | 1.08% | – |
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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% |