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 | $5,130,684 | -9.2% | 95,793 | -6.2% | 3.94% | -3.3% |
| Q2 2023 | $5,653,539 | +4.8% | 102,179 | +3.4% | 4.08% | -4.5% |
| Q1 2023 | $5,394,807 | +8.2% | 98,806 | +8.0% | 4.27% | +7.6% |
| Q4 2022 | $4,984,576 | +12.9% | 91,477 | +6.1% | 3.97% | +1.8% |
| Q3 2022 | $4,416,000 | +14.7% | 86,190 | +24.2% | 3.90% | +15.2% |
| Q2 2022 | $3,849,000 | +4.8% | 69,407 | +16.0% | 3.38% | +15.1% |
| Q1 2022 | $3,673,000 | +25.9% | 59,828 | +29.5% | 2.94% | +44.1% |
| Q4 2021 | $2,918,000 | – | 46,186 | – | 2.04% | – |
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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% |