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 | $7,560,101 | +71.3% | 141,152 | +77.0% | 0.24% | +57.6% |
| Q2 2023 | $4,412,899 | +12.2% | 79,756 | +10.7% | 0.15% | -3.8% |
| Q1 2023 | $3,934,199 | -18.9% | 72,055 | -19.0% | 0.16% | -36.2% |
| Q4 2022 | $4,849,145 | +48.6% | 88,991 | +39.7% | 0.25% | +30.2% |
| Q3 2022 | $3,264,000 | +64.7% | 63,707 | +78.2% | 0.19% | +67.3% |
| Q2 2022 | $1,982,000 | +10.4% | 35,742 | +22.2% | 0.11% | +27.0% |
| Q1 2022 | $1,796,000 | +30.8% | 29,258 | +34.6% | 0.09% | +34.8% |
| Q4 2021 | $1,373,000 | +37.6% | 21,733 | +29.8% | 0.07% | +17.9% |
| Q3 2021 | $998,000 | +0.8% | 16,739 | +2.4% | 0.06% | -6.7% |
| Q2 2021 | $990,000 | +166.1% | 16,351 | +155.6% | 0.06% | +130.8% |
| Q1 2021 | $372,000 | – | 6,398 | – | 0.03% | – |
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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% |