J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,260,931 | -7.2% | 138,567 | -1.5% | 4.84% | -2.1% |
Q2 2023 | $7,822,559 | +2.3% | 140,643 | +0.4% | 4.95% | -10.4% |
Q1 2023 | $7,644,908 | +15.8% | 140,017 | +15.6% | 5.52% | +19.7% |
Q4 2022 | $6,600,910 | +67.2% | 121,140 | +57.2% | 4.61% | +55.8% |
Q3 2022 | $3,948,000 | – | 77,056 | – | 2.96% | – |
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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% |