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 | $4,187,165 | +13.7% | 78,177 | +17.5% | 0.39% | +10.0% |
| Q2 2023 | $3,681,284 | +9.6% | 66,533 | +8.1% | 0.35% | +1.4% |
| Q1 2023 | $3,359,030 | +48.7% | 61,521 | +48.4% | 0.35% | +32.1% |
| Q4 2022 | $2,259,332 | +43.2% | 41,463 | +34.6% | 0.26% | +38.6% |
| Q3 2022 | $1,578,000 | +30.6% | 30,807 | +41.5% | 0.19% | +26.8% |
| Q2 2022 | $1,208,000 | +117.7% | 21,778 | +140.9% | 0.15% | +132.8% |
| Q1 2022 | $555,000 | -17.2% | 9,039 | -14.8% | 0.06% | -24.7% |
| Q4 2021 | $670,000 | +28.4% | 10,609 | +21.1% | 0.08% | +4.9% |
| Q3 2021 | $522,000 | +281.0% | 8,759 | +287.9% | 0.08% | +285.7% |
| Q2 2021 | $137,000 | – | 2,258 | – | 0.02% | – |
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% |