J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,001,837 | -3.5% | 37,376 | -0.3% | 0.71% | +5.8% |
| Q2 2023 | $2,073,989 | -45.3% | 37,484 | -46.0% | 0.67% | +2.7% |
| Q1 2023 | $3,790,988 | +217.2% | 69,432 | +216.5% | 0.66% | +52.9% |
| Q4 2022 | $1,195,225 | +10.0% | 21,935 | +3.3% | 0.43% | +5.9% |
| Q3 2022 | $1,087,000 | -4.6% | 21,226 | +3.3% | 0.40% | -1.0% |
| Q2 2022 | $1,139,000 | -4.7% | 20,540 | +5.5% | 0.41% | +14.9% |
| Q1 2022 | $1,195,000 | +51.6% | 19,468 | +56.2% | 0.36% | +61.8% |
| Q4 2021 | $788,000 | +28.1% | 12,467 | +20.7% | 0.22% | +14.0% |
| Q3 2021 | $615,000 | +8.8% | 10,325 | +10.7% | 0.19% | +16.3% |
| Q2 2021 | $565,000 | +125.1% | 9,325 | +115.6% | 0.17% | +112.8% |
| Q1 2021 | $251,000 | +4.1% | 4,325 | 0.0% | 0.08% | -8.2% |
| Q4 2020 | $241,000 | – | 4,325 | – | 0.08% | – |
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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% |