J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $956,951 | -9.7% | 17,405 | -12.0% | 0.39% | -16.0% |
| Q3 2023 | $1,059,722 | +0.4% | 19,786 | +3.7% | 0.46% | +2.0% |
| Q2 2023 | $1,055,306 | +19.1% | 19,073 | +17.6% | 0.45% | +11.0% |
| Q1 2023 | $885,834 | +1.9% | 16,224 | +1.7% | 0.41% | -3.1% |
| Q4 2022 | $869,212 | +20.7% | 15,952 | +13.6% | 0.42% | +11.1% |
| Q3 2022 | $720,000 | -8.0% | 14,047 | -0.6% | 0.38% | -4.3% |
| Q2 2022 | $783,000 | +8.4% | 14,125 | +20.1% | 0.40% | +24.9% |
| Q1 2022 | $722,000 | -1.8% | 11,760 | +1.1% | 0.32% | +1.3% |
| Q4 2021 | $735,000 | +40.5% | 11,631 | +32.6% | 0.31% | +38.5% |
| Q3 2021 | $523,000 | +85.5% | 8,772 | +88.4% | 0.23% | +89.9% |
| Q2 2021 | $282,000 | +4.4% | 4,655 | +0.3% | 0.12% | -4.8% |
| Q1 2021 | $270,000 | – | 4,642 | – | 0.12% | – |
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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% |