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 | $1,891,045 | -0.4% | 35,307 | +2.9% | 0.04% | -11.4% |
| Q2 2023 | $1,899,183 | -36.0% | 34,324 | -36.9% | 0.04% | -38.9% |
| Q1 2023 | $2,968,475 | +23.5% | 54,367 | +23.3% | 0.07% | +16.1% |
| Q4 2022 | $2,402,867 | -67.9% | 44,097 | -69.8% | 0.06% | -69.3% |
| Q3 2022 | $7,485,000 | +123.8% | 146,096 | +142.3% | 0.20% | +137.6% |
| Q2 2022 | $3,344,000 | -5.2% | 60,300 | +5.0% | 0.08% | +10.4% |
| Q1 2022 | $3,528,000 | +1116.6% | 57,455 | +1151.7% | 0.08% | +1183.3% |
| Q4 2021 | $290,000 | – | 4,590 | – | 0.01% | – |
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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% |