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 | $8,360 | +262.1% | 156,095 | +274.1% | 0.05% | +264.3% |
| Q2 2023 | $2,309 | +434.5% | 41,728 | +427.5% | 0.01% | +366.7% |
| Q1 2023 | $432 | +87.8% | 7,910 | +87.2% | 0.00% | +50.0% |
| Q4 2022 | $230 | -99.7% | 4,225 | +219.3% | 0.00% | +100.0% |
| Q3 2022 | $68,000 | -42.9% | 1,323 | -38.5% | 0.00% | 0.0% |
| Q2 2022 | $119,000 | +271.9% | 2,150 | +316.7% | 0.00% | – |
| Q1 2022 | $32,000 | +190.9% | 516 | +201.8% | 0.00% | – |
| Q4 2021 | $11,000 | – | 171 | – | 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% |