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 | $3,573,302 | -2.3% | 64,582 | -2.3% | 0.82% | +2.8% |
| Q2 2023 | $3,655,633 | -2.0% | 66,070 | -3.3% | 0.80% | -11.9% |
| Q1 2023 | $3,730,211 | +5.1% | 68,319 | +4.8% | 0.91% | +4.7% |
| Q4 2022 | $3,550,890 | +9.7% | 65,166 | +3.2% | 0.87% | +2.1% |
| Q3 2022 | $3,236,000 | -4.1% | 63,165 | +3.9% | 0.85% | +2.5% |
| Q2 2022 | $3,375,000 | +10.2% | 60,811 | +21.9% | 0.83% | +35.4% |
| Q1 2022 | $3,064,000 | +119.6% | 49,895 | +126.1% | 0.61% | +99.0% |
| Q4 2021 | $1,395,000 | +37.8% | 22,071 | +30.0% | 0.31% | +28.5% |
| Q3 2021 | $1,012,000 | +222.3% | 16,976 | +227.8% | 0.24% | +223.0% |
| Q2 2021 | $314,000 | – | 5,179 | – | 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% |