J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,728,025 | +65.9% | 50,934 | +71.4% | 2.54% | +207.0% |
| Q2 2023 | $1,644,186 | +0.9% | 29,716 | -0.6% | 0.83% | -49.2% |
| Q4 2022 | $1,629,414 | -49.0% | 29,903 | -50.1% | 1.63% | -1.8% |
| Q3 2022 | $3,196,000 | +92.1% | 59,898 | +99.7% | 1.66% | -3.7% |
| Q2 2022 | $1,664,000 | -9.7% | 30,000 | 0.0% | 1.72% | +24.6% |
| Q1 2022 | $1,842,000 | -2.8% | 30,000 | 0.0% | 1.38% | -1.8% |
| Q4 2021 | $1,896,000 | +6.0% | 30,000 | 0.0% | 1.40% | +1.8% |
| Q3 2021 | $1,788,000 | – | 30,000 | – | 1.38% | – |
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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% |