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 | $2,061,254 | -13.3% | 38,485 | -10.5% | 0.13% | -7.0% |
| Q2 2023 | $2,378,769 | +104.3% | 42,992 | +101.6% | 0.14% | +88.2% |
| Q1 2023 | $1,164,607 | +20.3% | 21,330 | +20.0% | 0.08% | +5.6% |
| Q4 2022 | $968,233 | -29.4% | 17,769 | -33.6% | 0.07% | -45.9% |
| Q3 2022 | $1,371,000 | -2.1% | 26,762 | +6.0% | 0.13% | +0.8% |
| Q2 2022 | $1,400,000 | -29.8% | 25,244 | -22.2% | 0.13% | -15.4% |
| Q1 2022 | $1,993,000 | +2.4% | 32,460 | +5.3% | 0.16% | +5.4% |
| Q4 2021 | $1,947,000 | +91.8% | 30,814 | +81.0% | 0.15% | +39.6% |
| Q3 2021 | $1,015,000 | – | 17,023 | – | 0.11% | – |
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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% |