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 | $4,128,541 | +47.5% | 77,083 | +52.4% | 0.02% | +60.0% |
| Q2 2023 | $2,799,137 | +67.2% | 50,590 | +65.0% | 0.01% | +42.9% |
| Q1 2023 | $1,673,809 | +102.7% | 30,656 | +102.3% | 0.01% | +75.0% |
| Q4 2022 | $825,639 | +70.9% | 15,152 | +60.8% | 0.00% | +100.0% |
| Q3 2022 | $483,000 | -13.6% | 9,423 | -6.6% | 0.00% | 0.0% |
| Q2 2022 | $559,000 | +2.2% | 10,087 | +13.3% | 0.00% | 0.0% |
| Q1 2022 | $547,000 | +7.9% | 8,901 | +10.9% | 0.00% | 0.0% |
| Q4 2021 | $507,000 | +32.7% | 8,023 | +25.3% | 0.00% | +100.0% |
| Q3 2021 | $382,000 | +516.1% | 6,402 | +524.6% | 0.00% | – |
| Q2 2021 | $62,000 | +47.6% | 1,025 | +43.2% | 0.00% | – |
| Q1 2021 | $42,000 | – | 716 | – | 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% |