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 | $2,066,009 | -3.7% | 38,574 | -0.5% | 0.72% | -7.9% |
| Q2 2023 | $2,144,395 | +1.5% | 38,756 | +0.2% | 0.79% | -3.6% |
| Q1 2023 | $2,112,880 | +30.6% | 38,697 | +30.4% | 0.82% | +20.9% |
| Q4 2022 | $1,617,343 | -5.7% | 29,681 | -11.4% | 0.68% | -19.4% |
| Q3 2022 | $1,716,000 | -5.7% | 33,492 | +1.6% | 0.84% | -4.6% |
| Q2 2022 | $1,820,000 | -10.2% | 32,955 | -0.2% | 0.88% | -0.9% |
| Q1 2022 | $2,027,000 | +43.5% | 33,016 | +47.7% | 0.88% | +38.5% |
| Q4 2021 | $1,413,000 | +19.5% | 22,354 | +12.7% | 0.64% | +9.8% |
| Q3 2021 | $1,182,000 | +18.7% | 19,835 | +20.6% | 0.58% | +14.6% |
| Q2 2021 | $996,000 | +117.5% | 16,444 | +108.8% | 0.51% | +78.9% |
| Q1 2021 | $458,000 | – | 7,875 | – | 0.28% | – |
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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% |