J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,025,372 | -3.4% | 784,641 | -0.3% | 1.94% | -1.7% |
| Q2 2023 | $43,526,949 | +2.9% | 786,679 | +1.6% | 1.97% | -2.3% |
| Q1 2023 | $42,280,602 | +108228.5% | 774,370 | +8.1% | 2.02% | +15.5% |
| Q4 2022 | $39,030 | -99.9% | 716,269 | +23.9% | 1.75% | +24.4% |
| Q3 2022 | $29,619,000 | +5425.9% | 578,160 | +5885.7% | 1.40% | +6004.3% |
| Q2 2022 | $536,000 | +25.2% | 9,659 | +38.7% | 0.02% | +53.3% |
| Q1 2022 | $428,000 | -3.6% | 6,965 | -0.8% | 0.02% | +7.1% |
| Q4 2021 | $444,000 | +38.3% | 7,021 | +30.3% | 0.01% | +133.3% |
| Q3 2021 | $321,000 | – | 5,387 | – | 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% |