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 | $13,294,923 | +17.2% | 248,225 | +21.1% | 0.60% | +11.2% |
| Q2 2023 | $11,339,443 | +24.6% | 204,942 | +22.9% | 0.54% | +27.8% |
| Q1 2023 | $9,104,109 | +67.7% | 166,742 | +67.3% | 0.42% | +67.1% |
| Q4 2022 | $5,429,859 | +31.8% | 99,649 | +23.9% | 0.25% | +21.2% |
| Q3 2022 | $4,120,000 | +19.0% | 80,429 | +28.8% | 0.21% | +36.8% |
| Q2 2022 | $3,462,000 | +38.7% | 62,442 | +53.6% | 0.15% | +67.0% |
| Q1 2022 | $2,496,000 | +269.2% | 40,647 | +280.2% | 0.09% | +237.0% |
| Q4 2021 | $676,000 | +77.4% | 10,691 | +67.3% | 0.03% | +58.8% |
| Q3 2021 | $381,000 | – | 6,391 | – | 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% |