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 | $2,631,848 | -0.2% | 49,138 | +3.1% | 1.87% | +2.2% |
| Q2 2023 | $2,637,037 | +11.0% | 47,660 | +9.6% | 1.83% | -23.2% |
| Q1 2023 | $2,374,926 | +33.0% | 43,497 | +32.8% | 2.38% | +28.1% |
| Q4 2022 | $1,785,094 | +25.4% | 32,760 | +18.0% | 1.86% | +17.5% |
| Q3 2022 | $1,423,000 | +89.7% | 27,773 | +105.4% | 1.58% | +90.2% |
| Q2 2022 | $750,000 | -0.8% | 13,523 | +9.9% | 0.83% | -4.0% |
| Q1 2022 | $756,000 | -1.8% | 12,305 | +1.0% | 0.87% | -1.6% |
| Q4 2021 | $770,000 | +19.4% | 12,188 | +12.7% | 0.88% | +59.2% |
| Q3 2021 | $645,000 | – | 10,812 | – | 0.55% | – |
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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% |