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 | $1,751,195,016 | +8.5% | 32,695,948 | +12.1% | 0.18% | +11.9% |
| Q2 2023 | $1,613,665,529 | +17.3% | 29,164,386 | +15.7% | 0.16% | +7.4% |
| Q1 2023 | $1,375,890,109 | +19.2% | 25,199,452 | +18.9% | 0.15% | +13.0% |
| Q4 2022 | $1,154,368,964 | +35.6% | 21,184,968 | +27.5% | 0.13% | +12.9% |
| Q3 2022 | $851,332,000 | +15.6% | 16,617,839 | +25.2% | 0.12% | +20.8% |
| Q2 2022 | $736,180,000 | +79.7% | 13,276,457 | +99.0% | 0.10% | +74.5% |
| Q1 2022 | $409,636,000 | +184.5% | 6,671,592 | +192.8% | 0.06% | +205.6% |
| Q4 2021 | $143,978,000 | +134458.9% | 2,278,488 | +126906.0% | 0.02% | – |
| Q3 2021 | $107,000 | +189.2% | 1,794 | +193.1% | 0.00% | – |
| Q2 2021 | $37,000 | – | 612 | – | 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% |