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 | $669,232 | -9.0% | 12,495 | -6.0% | 0.08% | -7.0% |
Q2 2023 | $735,317 | +24.9% | 13,290 | +23.3% | 0.09% | +17.8% |
Q1 2023 | $588,489 | +3.6% | 10,778 | +3.3% | 0.07% | -2.7% |
Q4 2022 | $568,311 | +0.2% | 10,430 | -5.7% | 0.08% | -12.8% |
Q3 2022 | $567,000 | -56.8% | 11,059 | -53.2% | 0.09% | -56.1% |
Q2 2022 | $1,311,000 | +37.0% | 23,638 | +51.7% | 0.20% | +48.5% |
Q1 2022 | $957,000 | -2.7% | 15,583 | +0.0% | 0.13% | -3.6% |
Q4 2021 | $984,000 | +45.3% | 15,578 | +37.1% | 0.14% | +29.2% |
Q3 2021 | $677,000 | +114.9% | 11,361 | +118.6% | 0.11% | +107.8% |
Q2 2021 | $315,000 | – | 5,197 | – | 0.05% | – |
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% |