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 | $931,944 | -3.2% | 17,400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $962,742 | +10.5% | 17,400 | +9.1% | 0.01% | +10.0% |
| Q1 2023 | $870,870 | +15.7% | 15,950 | +15.5% | 0.01% | +11.1% |
| Q4 2022 | $752,561 | +2.4% | 13,811 | -3.7% | 0.01% | -10.0% |
| Q3 2022 | $735,000 | -37.2% | 14,348 | -32.0% | 0.01% | -33.3% |
| Q2 2022 | $1,170,000 | -8.6% | 21,092 | +1.1% | 0.02% | 0.0% |
| Q1 2022 | $1,280,000 | +6.7% | 20,855 | +9.8% | 0.02% | +15.4% |
| Q4 2021 | $1,200,000 | +4.0% | 18,990 | -1.9% | 0.01% | -7.1% |
| Q3 2021 | $1,154,000 | -22.3% | 19,354 | +48.8% | 0.01% | +55.6% |
| Q2 2021 | $1,486,000 | – | 13,008 | – | 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% |