J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,866,740 | +16.1% | 165,548 | +20.0% | 0.07% | +19.6% |
| Q2 2023 | $7,635,144 | +55.0% | 137,993 | +52.9% | 0.06% | +43.6% |
| Q1 2023 | $4,926,447 | +50.1% | 90,228 | +49.8% | 0.04% | +44.4% |
| Q4 2022 | $3,282,000 | +37.3% | 60,225 | +29.1% | 0.03% | +28.6% |
| Q3 2022 | $2,390,000 | +0.8% | 46,648 | +9.0% | 0.02% | +10.5% |
| Q2 2022 | $2,372,000 | +78.6% | 42,780 | +97.8% | 0.02% | +111.1% |
| Q1 2022 | $1,328,000 | -7.7% | 21,631 | -5.0% | 0.01% | 0.0% |
| Q4 2021 | $1,439,000 | +155.1% | 22,766 | +140.5% | 0.01% | +125.0% |
| Q3 2021 | $564,000 | – | 9,465 | – | 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% |