J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,705,886 | -6.9% | 31,850 | -3.8% | 0.56% | -0.9% |
| Q2 2023 | $1,831,423 | +0.6% | 33,100 | -0.7% | 0.56% | -5.1% |
| Q1 2023 | $1,820,910 | +18.5% | 33,350 | +18.3% | 0.59% | +12.4% |
| Q4 2022 | $1,536,618 | +37.0% | 28,200 | +28.8% | 0.52% | +22.7% |
| Q3 2022 | $1,122,000 | -6.3% | 21,900 | +1.4% | 0.43% | +39.9% |
| Q2 2022 | $1,198,000 | +7.9% | 21,604 | +19.5% | 0.31% | +26.4% |
| Q1 2022 | $1,110,000 | +18.6% | 18,084 | +15.2% | 0.24% | +10.0% |
| Q3 2021 | $936,000 | +124.5% | 15,695 | +128.0% | 0.22% | +122.2% |
| Q2 2021 | $417,000 | +58.0% | 6,885 | +51.8% | 0.10% | +45.6% |
| Q1 2021 | $264,000 | – | 4,535 | – | 0.07% | – |
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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% |