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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,945,197 | -14.4% | 288,184 | -15.5% | 2.94% | -8.9% |
| Q1 2023 | $18,629,051 | +4.0% | 341,191 | +3.8% | 3.23% | -4.1% |
| Q4 2022 | $17,914,879 | +12.3% | 328,774 | +5.6% | 3.36% | +5.5% |
| Q3 2022 | $15,951,000 | -1.4% | 311,366 | +6.8% | 3.19% | -9.6% |
| Q2 2022 | $16,172,000 | +35.6% | 291,646 | +50.1% | 3.53% | +51.2% |
| Q1 2022 | $11,929,000 | +38.1% | 194,281 | +42.1% | 2.34% | +41.0% |
| Q4 2021 | $8,641,000 | – | 136,745 | – | 1.66% | – |
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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% |