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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $788,568 | +6.1% | 14,342 | +1.1% | 0.69% | -7.2% |
| Q3 2023 | $743,111 | +17.1% | 14,181 | +23.6% | 0.74% | +26.2% |
| Q2 2023 | $634,631 | -0.1% | 11,470 | -1.4% | 0.59% | -47.9% |
| Q1 2023 | $635,061 | +5.0% | 11,631 | +4.8% | 1.13% | +73.4% |
| Q4 2022 | $604,777 | +13.7% | 11,099 | +6.9% | 0.65% | +8.7% |
| Q3 2022 | $532,000 | +0.4% | 10,387 | +8.6% | 0.60% | +7.6% |
| Q2 2022 | $530,000 | -8.0% | 9,565 | +2.0% | 0.56% | +11.6% |
| Q1 2022 | $576,000 | +6.5% | 9,380 | +9.5% | 0.50% | +11.9% |
| Q4 2021 | $541,000 | – | 8,566 | – | 0.44% | – |
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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% |