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 | $10,257,007 | +0.3% | 191,505 | +3.6% | 2.47% | -0.1% |
| Q2 2023 | $10,224,946 | +19.7% | 184,799 | +17.3% | 2.47% | +9.5% |
| Q1 2023 | $8,542,146 | +11.1% | 157,575 | +11.6% | 2.26% | +11.1% |
| Q4 2022 | $7,690,821 | +7.1% | 141,142 | +0.7% | 2.03% | -4.8% |
| Q3 2022 | $7,179,000 | -6.8% | 140,136 | +4.5% | 2.13% | +8.6% |
| Q2 2022 | $7,704,000 | +156.9% | 134,149 | +174.7% | 1.96% | +173.6% |
| Q1 2022 | $2,999,000 | +1.5% | 48,836 | +4.4% | 0.72% | -15.0% |
| Q4 2021 | $2,955,000 | +27.7% | 46,762 | +20.5% | 0.84% | +11.5% |
| Q3 2021 | $2,314,000 | +1017.9% | 38,822 | +1036.5% | 0.76% | +997.1% |
| Q2 2021 | $207,000 | – | 3,416 | – | 0.07% | – |
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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% |