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 | $2,293,814 | -3.0% | 42,827 | +0.2% | 1.04% | -1.9% |
| Q2 2023 | $2,363,864 | +43.7% | 42,723 | +41.8% | 1.06% | +26.5% |
| Q1 2023 | $1,645,262 | +87.3% | 30,133 | +86.9% | 0.84% | +65.8% |
| Q4 2022 | $878,324 | +13.9% | 16,119 | +7.0% | 0.51% | +9.1% |
| Q3 2022 | $771,000 | -11.5% | 15,060 | -4.1% | 0.46% | -6.8% |
| Q2 2022 | $871,000 | +52.5% | 15,710 | +68.7% | 0.50% | +83.8% |
| Q1 2022 | $571,000 | +151.5% | 9,310 | +158.1% | 0.27% | +158.1% |
| Q4 2021 | $227,000 | – | 3,607 | – | 0.10% | – |
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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% |