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 | $443,232 | +45.0% | 8,275 | +49.8% | 0.22% | +49.7% |
| Q2 2023 | $305,657 | +37.2% | 5,524 | +35.4% | 0.15% | +26.3% |
| Q1 2023 | $222,848 | +22.9% | 4,081 | +22.7% | 0.12% | +12.4% |
| Q4 2022 | $181,264 | +88.8% | 3,327 | +77.7% | 0.10% | +87.5% |
| Q3 2022 | $96,000 | +108.7% | 1,872 | +126.4% | 0.06% | +93.1% |
| Q2 2022 | $46,000 | +130.0% | 827 | +158.4% | 0.03% | +190.0% |
| Q1 2022 | $20,000 | 0.0% | 320 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $20,000 | +5.3% | 320 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $19,000 | – | 320 | – | 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% |