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 | $3,700,895 | +67.0% | 69,098 | +72.5% | 0.49% | +73.4% |
| Q2 2023 | $2,216,554 | +1.5% | 40,061 | +0.1% | 0.28% | -5.1% |
| Q1 2023 | $2,184,722 | +60.0% | 40,013 | +59.7% | 0.30% | +56.3% |
| Q4 2022 | $1,365,293 | +38.0% | 25,056 | +29.8% | 0.19% | +26.7% |
| Q3 2022 | $989,000 | -5.4% | 19,309 | +2.3% | 0.15% | -6.8% |
| Q2 2022 | $1,046,000 | -4.6% | 18,872 | +5.6% | 0.16% | +7.3% |
| Q1 2022 | $1,097,000 | +122.1% | 17,866 | +128.3% | 0.15% | +117.4% |
| Q4 2021 | $494,000 | – | 7,824 | – | 0.07% | – |
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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% |