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 | $85,097,803 | -0.3% | 1,588,831 | +3.0% | 14.89% | -0.7% |
| Q2 2023 | $85,347,034 | +4.3% | 1,542,509 | +2.9% | 14.99% | +1.7% |
| Q1 2023 | $81,846,064 | +12.3% | 1,499,012 | +12.1% | 14.74% | +2.6% |
| Q4 2022 | $72,873,575 | +17.4% | 1,337,375 | +10.4% | 14.36% | +3.6% |
| Q3 2022 | $62,063,000 | +4.4% | 1,211,446 | +13.0% | 13.86% | +1.9% |
| Q2 2022 | $59,424,000 | -21.1% | 1,071,669 | -12.6% | 13.60% | +18.4% |
| Q1 2022 | $75,307,000 | +2.6% | 1,226,499 | +5.6% | 11.48% | +8.9% |
| Q4 2021 | $73,390,000 | +12.7% | 1,161,415 | +6.3% | 10.55% | -2.2% |
| Q3 2021 | $65,135,000 | +7.5% | 1,092,680 | +9.2% | 10.78% | +5.7% |
| Q2 2021 | $60,587,000 | +47.7% | 1,000,277 | +41.7% | 10.21% | +31.5% |
| Q1 2021 | $41,025,000 | +160.8% | 705,872 | +150.2% | 7.76% | +143.8% |
| Q4 2020 | $15,730,000 | +147.3% | 282,152 | +136.6% | 3.18% | +114.6% |
| Q3 2020 | $6,361,000 | +2424.2% | 119,269 | +2307.0% | 1.48% | +2148.5% |
| Q2 2020 | $252,000 | – | 4,955 | – | 0.07% | – |
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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% |