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 | $2,204,522 | +42.8% | 41,160 | +47.5% | 0.67% | +42.2% |
| Q2 2023 | $1,543,456 | +12.3% | 27,896 | +10.8% | 0.47% | -0.6% |
| Q1 2023 | $1,374,742 | +6.7% | 25,179 | +6.5% | 0.48% | -12.8% |
| Q4 2022 | $1,288,160 | +27.7% | 23,640 | +19.9% | 0.54% | +12.4% |
| Q3 2022 | $1,009,000 | +7.7% | 19,710 | +16.6% | 0.48% | +16.0% |
| Q2 2022 | $937,000 | -99.9% | 16,900 | +9.8% | 0.42% | +24.4% |
| Q1 2022 | $945,179,000 | +99392.5% | 15,393 | +2.4% | 0.34% | -8.9% |
| Q4 2021 | $950,000 | +18.3% | 15,039 | +11.5% | 0.37% | +18.3% |
| Q3 2021 | $803,000 | – | 13,485 | – | 0.31% | – |
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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% |