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 | $7,594,387 | +20.4% | 141,792 | +24.4% | 0.15% | +22.4% |
| Q2 2023 | $6,308,271 | +25.1% | 114,012 | +23.4% | 0.12% | +17.9% |
| Q1 2023 | $5,043,743 | +154.9% | 92,376 | +154.4% | 0.11% | +135.6% |
| Q4 2022 | $1,978,682 | +18.3% | 36,313 | +11.2% | 0.04% | +9.8% |
| Q3 2022 | $1,673,000 | -4.3% | 32,653 | +3.5% | 0.04% | 0.0% |
| Q2 2022 | $1,749,000 | +18.3% | 31,546 | +31.0% | 0.04% | +32.3% |
| Q1 2022 | $1,479,000 | -0.5% | 24,081 | +2.4% | 0.03% | +3.3% |
| Q4 2021 | $1,487,000 | +69.9% | 23,526 | +60.2% | 0.03% | +57.9% |
| Q3 2021 | $875,000 | +290.6% | 14,685 | +296.7% | 0.02% | +280.0% |
| Q2 2021 | $224,000 | – | 3,702 | – | 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% |