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 | $2,871,706 | -2.9% | 53,617 | +0.4% | 0.50% | -1.6% |
| Q2 2023 | $2,956,098 | +3.4% | 53,427 | +2.1% | 0.51% | -5.7% |
| Q1 2023 | $2,858,415 | +44.8% | 52,352 | +44.5% | 0.54% | +25.1% |
| Q4 2022 | $1,973,845 | +382.6% | 36,224 | +390.6% | 0.43% | +404.7% |
| Q2 2022 | $409,000 | -19.5% | 7,384 | -10.8% | 0.09% | +7.5% |
| Q1 2022 | $508,000 | +39.9% | 8,275 | +43.9% | 0.08% | +45.5% |
| Q4 2021 | $363,000 | +30.6% | 5,750 | +23.1% | 0.06% | +22.2% |
| Q3 2021 | $278,000 | +10.8% | 4,670 | +12.5% | 0.04% | +15.4% |
| Q2 2021 | $251,000 | – | 4,150 | – | 0.04% | – |
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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% |