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 | $1,128,569 | +7.7% | 21,653 | +15.4% | 1.02% | +15.3% |
| Q2 2023 | $1,047,717 | +72.3% | 18,766 | +68.8% | 0.88% | +42.1% |
| Q1 2023 | $607,920 | -70.2% | 11,120 | -69.9% | 0.62% | -73.1% |
| Q4 2022 | $2,038,891 | +9.4% | 36,943 | +6.0% | 2.31% | +3.1% |
| Q3 2022 | $1,863,000 | +728.0% | 34,868 | +763.9% | 2.24% | +700.7% |
| Q2 2022 | $225,000 | -67.6% | 4,036 | -64.3% | 0.28% | -66.2% |
| Q1 2022 | $694,000 | -7.5% | 11,305 | -4.8% | 0.83% | -3.8% |
| Q4 2021 | $750,000 | – | 11,874 | – | 0.86% | – |
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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% |