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 | $1,632,559 | -4.2% | 30,481 | -1.1% | 0.07% | +8.1% |
| Q2 2023 | $1,704,867 | +10.0% | 30,813 | +8.5% | 0.06% | +8.8% |
| Q1 2023 | $1,550,359 | +26.7% | 28,395 | +27.8% | 0.06% | +18.8% |
| Q4 2022 | $1,223,210 | +54.3% | 22,215 | +43.5% | 0.05% | +37.1% |
| Q3 2022 | $793,000 | +101.8% | 15,476 | +118.3% | 0.04% | +118.8% |
| Q2 2022 | $393,000 | +23.6% | 7,090 | +36.8% | 0.02% | +45.5% |
| Q1 2022 | $318,000 | – | 5,181 | – | 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% |