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 | $15,917,902 | -11.6% | 297,198 | -8.6% | 10.85% | -10.9% |
| Q2 2023 | $17,996,921 | +26.3% | 325,265 | +24.6% | 12.17% | +13.9% |
| Q1 2023 | $14,254,930 | +6.3% | 261,079 | +6.1% | 10.68% | -0.1% |
| Q4 2022 | $13,405,605 | +16.5% | 246,020 | +9.6% | 10.70% | +16.8% |
| Q3 2022 | $11,504,000 | +36.7% | 224,554 | +47.9% | 9.16% | +30.3% |
| Q2 2022 | $8,417,000 | +34.1% | 151,800 | +52.8% | 7.03% | +14.6% |
| Q1 2022 | $6,276,000 | 0.0% | 99,318 | 0.0% | 6.13% | 0.0% |
| Q4 2021 | $6,276,000 | +18.1% | 99,318 | +11.4% | 6.13% | +22.8% |
| Q3 2021 | $5,314,000 | – | 89,147 | – | 4.99% | – |
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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% |