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 | $17,187,406 | +1.4% | 320,900 | +4.7% | 4.99% | -10.0% |
| Q2 2023 | $16,952,246 | +10.0% | 306,384 | +8.6% | 5.54% | +17.6% |
| Q1 2023 | $15,404,193 | +285.5% | 282,128 | +284.7% | 4.71% | +304.6% |
| Q4 2022 | $3,996,122 | +10.8% | 73,337 | +4.2% | 1.16% | +8.0% |
| Q3 2022 | $3,607,000 | -5.3% | 70,406 | +2.5% | 1.08% | +1.0% |
| Q2 2022 | $3,809,000 | +227.5% | 68,699 | +262.7% | 1.07% | +265.8% |
| Q1 2022 | $1,163,000 | +23.6% | 18,943 | +26.7% | 0.29% | +4.7% |
| Q4 2021 | $941,000 | +13.4% | 14,955 | +7.4% | 0.28% | -0.7% |
| Q3 2021 | $830,000 | +1.1% | 13,930 | +2.8% | 0.28% | +2.2% |
| Q2 2021 | $821,000 | -13.8% | 13,557 | -17.2% | 0.28% | -28.9% |
| Q1 2021 | $952,000 | -40.9% | 16,375 | -43.3% | 0.39% | -42.9% |
| Q4 2020 | $1,610,000 | – | 28,886 | – | 0.68% | – |
Download | ||||||
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% |