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 | $913,257 | -4.2% | 17,051 | -1.0% | 0.51% | -3.0% |
| Q2 2023 | $953,015 | -1.1% | 17,224 | -2.4% | 0.52% | +33.2% |
| Q1 2023 | $963,593 | +0.1% | 17,648 | -0.1% | 0.39% | -14.5% |
| Q4 2022 | $962,294 | -6.8% | 17,660 | -9.4% | 0.46% | -16.3% |
| Q3 2022 | $1,032,000 | -2.6% | 19,483 | +2.1% | 0.55% | -9.4% |
| Q2 2022 | $1,060,000 | -8.9% | 19,084 | 0.0% | 0.61% | +1.0% |
| Q1 2022 | $1,164,000 | +25.3% | 19,084 | +29.8% | 0.60% | +32.3% |
| Q4 2021 | $929,000 | – | 14,704 | – | 0.46% | – |
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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% |