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 | $3,406,630 | -45.5% | 63,604 | -43.7% | 0.25% | +4.2% |
| Q2 2023 | $6,251,449 | +46.0% | 112,985 | +44.1% | 0.24% | +28.6% |
| Q1 2023 | $4,280,804 | +32.5% | 78,403 | +32.2% | 0.18% | +17.8% |
| Q4 2022 | $3,231,529 | +9.5% | 59,305 | +3.0% | 0.16% | -4.3% |
| Q3 2022 | $2,951,000 | +32.3% | 57,603 | +43.2% | 0.16% | +29.1% |
| Q2 2022 | $2,231,000 | +18.6% | 40,231 | +31.3% | 0.13% | +19.8% |
| Q1 2022 | $1,881,000 | -10.4% | 30,636 | -7.8% | 0.11% | -10.2% |
| Q4 2021 | $2,100,000 | +65.0% | 33,235 | +55.6% | 0.12% | +37.2% |
| Q3 2021 | $1,273,000 | +353.0% | 21,359 | +360.4% | 0.09% | +330.0% |
| Q2 2021 | $281,000 | – | 4,639 | – | 0.02% | – |
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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% |