J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,720,515 | -5.1% | 32,123 | -2.0% | 1.58% | -4.7% |
| Q2 2023 | $1,813,697 | +43.2% | 32,780 | +41.3% | 1.66% | +27.1% |
| Q1 2023 | $1,266,320 | +17.2% | 23,193 | +16.9% | 1.30% | +22.7% |
| Q4 2022 | $1,080,914 | +9.0% | 19,837 | +2.4% | 1.06% | +33.2% |
| Q3 2022 | $992,000 | +0.2% | 19,368 | +8.5% | 0.80% | -17.3% |
| Q2 2022 | $990,000 | +98.8% | 17,856 | +120.3% | 0.96% | +184.7% |
| Q1 2022 | $498,000 | +15.8% | 8,106 | +19.2% | 0.34% | +8.3% |
| Q4 2021 | $430,000 | +4.6% | 6,799 | -1.4% | 0.31% | +3.6% |
| Q3 2021 | $411,000 | +55.1% | 6,898 | +57.6% | 0.30% | +58.1% |
| Q2 2021 | $265,000 | – | 4,377 | – | 0.19% | – |
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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% |