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 | $815,283 | +288.6% | 15,222 | +301.4% | 0.28% | +295.8% |
| Q2 2023 | $209,813 | -64.7% | 3,792 | -65.2% | 0.07% | -65.0% |
| Q1 2023 | $594,985 | -7.3% | 10,897 | -7.5% | 0.21% | -12.7% |
| Q4 2022 | $641,759 | -25.1% | 11,778 | -29.6% | 0.24% | -34.8% |
| Q3 2022 | $857,000 | +41.0% | 16,723 | +52.5% | 0.36% | +44.8% |
| Q2 2022 | $608,000 | +56.3% | 10,963 | +72.8% | 0.25% | +58.2% |
| Q1 2022 | $389,000 | -15.6% | 6,344 | -14.0% | 0.16% | -13.2% |
| Q4 2021 | $461,000 | +65.2% | 7,381 | +58.9% | 0.18% | +54.2% |
| Q3 2021 | $279,000 | +4.9% | 4,646 | +3.4% | 0.12% | +1.7% |
| Q1 2021 | $266,000 | +8.6% | 4,494 | +1.7% | 0.12% | -5.7% |
| Q4 2020 | $245,000 | – | 4,420 | – | 0.12% | – |
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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% |