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 | $7,812,904 | +28.2% | 145,872 | +32.4% | 6.00% | +27.7% |
| Q2 2023 | $6,096,370 | +4.5% | 110,182 | +3.1% | 4.70% | -1.8% |
| Q1 2023 | $5,833,300 | +14.5% | 106,837 | +14.3% | 4.78% | -10.5% |
| Q4 2022 | $5,094,216 | +13.5% | 93,489 | +6.7% | 5.34% | +3.1% |
| Q3 2022 | $4,490,000 | -5.1% | 87,641 | +2.7% | 5.18% | +1.7% |
| Q2 2022 | $4,732,000 | -33.6% | 85,341 | -26.5% | 5.10% | -25.9% |
| Q1 2022 | $7,127,000 | +16.7% | 116,067 | +20.1% | 6.88% | +7.8% |
| Q4 2021 | $6,108,000 | – | 96,655 | – | 6.38% | – |
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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% |