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 | $1,558,654 | +2.0% | 29,101 | +5.4% | 0.10% | +7.7% |
| Q2 2023 | $1,527,457 | +15.0% | 27,606 | +13.5% | 0.09% | +1.1% |
| Q1 2023 | $1,328,418 | -3.3% | 24,330 | -2.5% | 0.09% | -10.9% |
| Q4 2022 | $1,373,488 | +10.9% | 24,944 | +3.2% | 0.10% | +9.8% |
| Q3 2022 | $1,238,000 | -8.0% | 24,172 | -0.4% | 0.09% | -5.2% |
| Q2 2022 | $1,345,000 | -13.3% | 24,264 | -4.0% | 0.10% | +10.2% |
| Q1 2022 | $1,551,000 | -3.9% | 25,264 | -1.1% | 0.09% | -3.3% |
| Q4 2021 | $1,614,000 | +4.1% | 25,543 | -1.8% | 0.09% | -11.7% |
| Q3 2021 | $1,551,000 | +18.8% | 26,024 | +20.7% | 0.10% | +13.2% |
| Q2 2021 | $1,306,000 | – | 21,555 | – | 0.09% | – |
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% |