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 | $36,125,341 | -0.7% | 674,483 | +2.6% | 0.51% | +2.0% |
| Q2 2023 | $36,382,823 | +23.3% | 657,561 | +21.7% | 0.50% | +13.8% |
| Q1 2023 | $29,498,165 | +32.6% | 540,260 | +33.3% | 0.44% | +22.1% |
| Q4 2022 | $22,251,523 | +30.2% | 405,181 | +21.4% | 0.36% | +21.0% |
| Q3 2022 | $17,093,894 | +25.4% | 333,670 | +35.7% | 0.30% | +15.2% |
| Q2 2022 | $13,633,000 | +30.4% | 245,860 | +44.4% | 0.26% | +47.1% |
| Q1 2022 | $10,451,000 | – | 170,212 | – | 0.17% | – |
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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% |