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 | $37,230,682 | +5.7% | 695,121 | +9.2% | 0.03% | +6.7% |
| Q2 2023 | $35,213,773 | +18.6% | 636,432 | +17.0% | 0.03% | +15.4% |
| Q1 2023 | $29,698,584 | +36.4% | 543,930 | +36.1% | 0.03% | +23.8% |
| Q4 2022 | $21,769,729 | +159.3% | 399,518 | +143.8% | 0.02% | +133.3% |
| Q3 2022 | $8,396,000 | +724.8% | 163,866 | +792.9% | 0.01% | +800.0% |
| Q2 2022 | $1,018,000 | -10.7% | 18,352 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $1,140,000 | +1063.3% | 18,552 | +1098.4% | 0.00% | – |
| Q4 2021 | $98,000 | +216.1% | 1,548 | +193.2% | 0.00% | – |
| Q3 2021 | $31,000 | +3.3% | 528 | +5.6% | 0.00% | – |
| Q2 2021 | $30,000 | – | 500 | – | 0.00% | – |
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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% |