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 | $310,410,033 | +17.6% | 5,795,557 | +21.5% | 0.11% | +20.2% |
| Q2 2023 | $263,957,353 | +31.8% | 4,770,601 | +30.0% | 0.09% | +21.9% |
| Q1 2023 | $200,324,780 | +50.2% | 3,668,952 | +49.9% | 0.07% | +46.0% |
| Q4 2022 | $133,329,456 | +140.6% | 2,446,861 | +126.2% | 0.05% | +108.3% |
| Q3 2022 | $55,405,000 | +6535.3% | 1,081,502 | +7085.6% | 0.02% | – |
| Q2 2022 | $835,000 | +102.2% | 15,051 | +123.8% | 0.00% | – |
| Q1 2022 | $413,000 | +10225.0% | 6,725 | +11908.9% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 56 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | – | 56 | – | 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% |