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 | $239,060 | -79.0% | 4,463 | -78.3% | 0.08% | -78.6% |
| Q2 2023 | $1,136,709 | -16.3% | 20,544 | -17.4% | 0.37% | -21.8% |
| Q1 2023 | $1,358,436 | +21.0% | 24,879 | +20.8% | 0.48% | +19.8% |
| Q4 2022 | $1,122,378 | +15.6% | 20,598 | +8.7% | 0.40% | +5.0% |
| Q3 2022 | $971,000 | -2.7% | 18,956 | +5.3% | 0.38% | -6.6% |
| Q2 2022 | $998,000 | +49.6% | 18,000 | +66.3% | 0.41% | +87.6% |
| Q1 2022 | $667,000 | -6.2% | 10,821 | -6.9% | 0.22% | -12.9% |
| Q4 2021 | $711,000 | – | 11,625 | – | 0.25% | – |
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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% |