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 | $723,060 | -3.2% | 13,500 | 0.0% | 0.68% | +0.4% |
| Q2 2023 | $746,955 | -5.7% | 13,500 | -6.9% | 0.68% | -9.2% |
| Q1 2023 | $791,700 | +0.2% | 14,500 | 0.0% | 0.75% | -5.6% |
| Q4 2022 | $790,105 | -11.9% | 14,500 | -17.1% | 0.79% | -7.4% |
| Q3 2022 | $897,000 | +7.8% | 17,500 | +16.7% | 0.85% | +1.1% |
| Q2 2022 | $832,000 | +50.5% | 15,000 | +66.7% | 0.84% | +68.3% |
| Q1 2022 | $553,000 | +94.7% | 9,000 | +100.0% | 0.50% | +100.0% |
| Q4 2021 | $284,000 | +6.0% | 4,500 | 0.0% | 0.25% | +5.9% |
| Q3 2021 | $268,000 | +8833.3% | 4,500 | +8900.0% | 0.24% | +7800.0% |
| Q2 2021 | $3,000 | – | 50 | – | 0.00% | – |
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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% |