J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,714,775 | +36.9% | 5,521,187 | +41.5% | 0.14% | +40.6% |
| Q2 2023 | $215,947,023 | +35.4% | 3,902,892 | +33.6% | 0.10% | +24.7% |
| Q1 2023 | $159,493,111 | +5.1% | 2,921,119 | +4.9% | 0.08% | -2.5% |
| Q4 2022 | $151,743,041 | +51.8% | 2,784,787 | +42.7% | 0.08% | +38.6% |
| Q3 2022 | $99,970,000 | -35.0% | 1,951,398 | -29.7% | 0.06% | -33.7% |
| Q2 2022 | $153,836,000 | +63.6% | 2,774,323 | +81.1% | 0.09% | +83.0% |
| Q1 2022 | $94,050,000 | -21.4% | 1,531,764 | -19.1% | 0.05% | -20.3% |
| Q4 2021 | $119,713,000 | +205.4% | 1,894,487 | +188.1% | 0.06% | +168.2% |
| Q3 2021 | $39,197,000 | +311.5% | 657,552 | +318.1% | 0.02% | +340.0% |
| Q2 2021 | $9,526,000 | +1294.7% | 157,266 | +1238.0% | 0.01% | – |
| Q1 2021 | $683,000 | – | 11,754 | – | 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% |