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 | $26,825,580 | +4.2% | 500,851 | +7.6% | 0.26% | +2.3% |
| Q2 2023 | $25,746,543 | -20.8% | 465,327 | -21.8% | 0.26% | -26.7% |
| Q1 2023 | $32,503,938 | +1.1% | 595,310 | +0.9% | 0.35% | +23.1% |
| Q4 2022 | $32,159,671 | -99.9% | 590,194 | -38.5% | 0.29% | +8.7% |
| Q3 2022 | $24,616,592,000 | +201114.6% | 960,070 | +335.2% | 0.26% | +108.7% |
| Q2 2022 | $12,234,000 | +30.9% | 220,628 | +44.9% | 0.13% | +29.9% |
| Q1 2022 | $9,347,000 | +36.5% | 152,226 | +40.5% | 0.10% | +40.6% |
| Q4 2021 | $6,846,000 | +45.8% | 108,345 | +37.6% | 0.07% | +46.8% |
| Q3 2021 | $4,694,000 | +84.8% | 78,739 | +87.8% | 0.05% | +62.1% |
| Q2 2021 | $2,540,000 | +175.8% | 41,929 | +164.5% | 0.03% | +141.7% |
| Q1 2021 | $921,000 | – | 15,850 | – | 0.01% | – |
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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% |