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 | $477,184 | -26.1% | 8,909 | -23.6% | 0.01% | -25.0% |
| Q2 2023 | $645,553 | +8.5% | 11,667 | +7.0% | 0.01% | -7.7% |
| Q1 2023 | $595,085 | +14.6% | 10,899 | +14.4% | 0.01% | 0.0% |
| Q4 2022 | $519,102 | +104.4% | 9,526 | +92.3% | 0.01% | +85.7% |
| Q3 2022 | $254,000 | -53.4% | 4,955 | -49.6% | 0.01% | -53.3% |
| Q2 2022 | $545,000 | -25.9% | 9,836 | -17.8% | 0.02% | -21.1% |
| Q1 2022 | $735,000 | +218.2% | 11,970 | +226.9% | 0.02% | +216.7% |
| Q4 2021 | $231,000 | – | 3,662 | – | 0.01% | – |
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% |