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 | $99,657,500 | +33.5% | 1,860,688 | +37.9% | 0.14% | +37.3% |
| Q2 2023 | $74,668,320 | +96.3% | 1,349,482 | +93.7% | 0.10% | +85.5% |
| Q1 2023 | $38,044,504 | +65.5% | 696,788 | +65.2% | 0.06% | +57.1% |
| Q4 2022 | $22,986,678 | +23.5% | 421,857 | +16.2% | 0.04% | +16.7% |
| Q3 2022 | $18,606,000 | -15.8% | 363,193 | -8.8% | 0.03% | -14.3% |
| Q2 2022 | $22,085,000 | +30.2% | 398,304 | +44.2% | 0.04% | +52.2% |
| Q1 2022 | $16,957,000 | +71.8% | 276,159 | +76.8% | 0.02% | +76.9% |
| Q4 2021 | $9,871,000 | +106.5% | 156,218 | +94.9% | 0.01% | +85.7% |
| Q3 2021 | $4,779,000 | +276.3% | 80,165 | +282.4% | 0.01% | +250.0% |
| Q2 2021 | $1,270,000 | – | 20,966 | – | 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% |