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 | $4,289,110 | +582.8% | 83,613 | +461.6% | 0.89% | +651.7% |
| Q2 2023 | $628,209 | +8.0% | 14,889 | +4.9% | 0.12% | 0.0% |
| Q1 2023 | $581,710 | +63.8% | 14,188 | +41.2% | 0.12% | +145.8% |
| Q4 2022 | $355,104 | +51.1% | 10,051 | +119.4% | 0.05% | -15.8% |
| Q3 2022 | $235,000 | +2250.0% | 4,582 | +2417.6% | 0.06% | +2750.0% |
| Q2 2022 | $10,000 | -94.8% | 182 | -94.0% | 0.00% | -93.8% |
| Q4 2021 | $193,000 | -29.6% | 3,050 | -33.7% | 0.03% | -34.7% |
| Q3 2021 | $274,000 | -1.8% | 4,600 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $279,000 | +45.3% | 4,600 | +39.4% | 0.05% | +15.9% |
| Q1 2021 | $192,000 | – | 3,300 | – | 0.04% | – |
Download | ||||||
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% |