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 | $9,198 | +14.6% | 171,737 | +18.4% | 0.46% | +19.3% |
| Q2 2023 | $8,028 | +29.5% | 145,100 | +27.8% | 0.38% | +23.5% |
| Q1 2023 | $6,201 | +41.2% | 113,572 | +40.9% | 0.31% | +28.6% |
| Q4 2022 | $4,391 | -99.8% | 80,579 | +43.1% | 0.24% | +48.8% |
| Q3 2022 | $2,885,000 | -2.9% | 56,317 | +5.2% | 0.16% | 0.0% |
| Q2 2022 | $2,970,000 | +53.3% | 53,553 | +69.7% | 0.16% | +82.0% |
| Q1 2022 | $1,938,000 | +68.4% | 31,564 | +73.2% | 0.09% | +78.0% |
| Q4 2021 | $1,151,000 | +51.6% | 18,222 | +43.2% | 0.05% | +38.9% |
| Q3 2021 | $759,000 | +248.2% | 12,725 | +254.0% | 0.04% | +260.0% |
| Q2 2021 | $218,000 | – | 3,595 | – | 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% |