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 | $267,450 | -9.7% | 4,993 | -6.7% | 0.13% | -6.5% |
Q2 2023 | $296,062 | +1.5% | 5,351 | +0.1% | 0.14% | -4.8% |
Q1 2023 | $291,820 | +0.3% | 5,345 | +0.1% | 0.14% | -5.2% |
Q4 2022 | $291,079 | -3.6% | 5,342 | -9.5% | 0.15% | -12.1% |
Q3 2022 | $302,000 | -7.1% | 5,905 | +0.7% | 0.17% | -3.3% |
Q2 2022 | $325,000 | -9.7% | 5,864 | +0.1% | 0.18% | +4.0% |
Q1 2022 | $360,000 | +4.0% | 5,857 | +7.0% | 0.17% | +6.1% |
Q4 2021 | $346,000 | – | 5,473 | – | 0.16% | – |
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% |