J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,731,948 | -3.0% | 51,007 | +0.2% | 0.38% | -4.5% |
| Q2 2023 | $2,817,722 | +6.5% | 50,926 | +5.1% | 0.40% | -3.6% |
| Q1 2023 | $2,645,228 | +0.1% | 48,447 | -0.1% | 0.41% | -16.4% |
| Q4 2022 | $2,641,728 | +30.1% | 48,481 | +22.3% | 0.50% | +29.6% |
| Q3 2022 | $2,031,000 | +52.5% | 39,642 | +185.3% | 0.38% | +46.4% |
| Q2 2022 | $1,332,000 | +15.4% | 13,894 | -30.4% | 0.26% | +45.8% |
| Q1 2022 | $1,154,000 | – | 19,963 | – | 0.18% | – |
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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% |