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 | $11,740 | -0.2% | 220,879 | +4.5% | 12.02% | +70.0% |
| Q2 2023 | $11,766 | +351.8% | 211,358 | +345.9% | 7.07% | +139.2% |
| Q1 2023 | $2,604 | +9.5% | 47,403 | +8.9% | 2.96% | +10.6% |
| Q4 2022 | $2,378 | -99.9% | 43,534 | -5.5% | 2.67% | -20.0% |
| Q3 2022 | $2,357,000 | -5.9% | 46,092 | +4.4% | 3.34% | +96.6% |
| Q2 2022 | $2,505,000 | +8.8% | 44,140 | +17.7% | 1.70% | -50.5% |
| Q1 2022 | $2,302,000 | +12.0% | 37,488 | +11.6% | 3.43% | +146.9% |
| Q4 2021 | $2,055,000 | +855.8% | 33,589 | +843.0% | 1.39% | +866.0% |
| Q3 2021 | $215,000 | – | 3,562 | – | 0.14% | – |
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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% |