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 | $912,086 | +36.6% | 17,029 | +41.1% | 0.35% | +49.6% |
| Q2 2023 | $667,773 | +17.1% | 12,069 | +15.5% | 0.24% | +10.8% |
| Q1 2023 | $570,317 | +113.7% | 10,445 | +113.3% | 0.21% | +113.0% |
| Q4 2022 | $266,882 | -48.6% | 4,898 | -51.6% | 0.10% | -49.2% |
| Q3 2022 | $519,000 | -3.9% | 10,130 | +4.1% | 0.20% | -19.6% |
| Q2 2022 | $540,000 | -50.3% | 9,733 | -45.0% | 0.24% | -47.1% |
| Q1 2022 | $1,087,000 | +307.1% | 17,710 | +318.7% | 0.46% | +256.2% |
| Q4 2021 | $267,000 | – | 4,230 | – | 0.13% | – |
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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% |