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 | $3,684 | +4.2% | 68,778 | +7.7% | 0.32% | +3.6% |
| Q2 2023 | $3,535 | -47.7% | 63,887 | -48.4% | 0.31% | -42.9% |
| Q1 2023 | $6,755 | +108.7% | 123,718 | +108.3% | 0.54% | +78.0% |
| Q4 2022 | $3,236 | -99.9% | 59,381 | -22.8% | 0.30% | -20.8% |
| Q3 2022 | $3,940,000 | 0.0% | 76,900 | +8.2% | 0.38% | -1.3% |
| Q2 2022 | $3,940,000 | -22.2% | 71,064 | -13.8% | 0.39% | -2.8% |
| Q1 2022 | $5,064,000 | +119.6% | 82,477 | +126.0% | 0.40% | +129.9% |
| Q4 2021 | $2,306,000 | +16.3% | 36,490 | +9.8% | 0.17% | +4.8% |
| Q3 2021 | $1,982,000 | +19.0% | 33,248 | +20.9% | 0.17% | +18.6% |
| Q2 2021 | $1,666,000 | +29.2% | 27,506 | +24.0% | 0.14% | +10.2% |
| Q1 2021 | $1,289,000 | – | 22,177 | – | 0.13% | – |
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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% |