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 | $11,973,920 | +6.2% | 223,561 | +9.7% | 2.24% | +6.8% |
| Q2 2023 | $11,277,387 | +9.0% | 203,820 | +7.6% | 2.10% | +7.2% |
| Q1 2023 | $10,343,941 | -19.6% | 189,449 | -19.7% | 1.96% | -25.0% |
| Q4 2022 | $12,859,448 | +23.6% | 235,996 | +16.2% | 2.61% | +4.4% |
| Q3 2022 | $10,401,000 | +2.4% | 203,011 | +10.9% | 2.50% | +5.3% |
| Q2 2022 | $10,153,000 | -11.7% | 183,103 | -2.3% | 2.37% | +3.5% |
| Q1 2022 | $11,503,000 | +15.6% | 187,346 | +19.0% | 2.29% | +7.6% |
| Q4 2021 | $9,949,000 | +39.7% | 157,440 | +33.9% | 2.13% | +25.5% |
| Q2 2021 | $7,121,000 | – | 117,568 | – | 1.70% | – |
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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% |