J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,863,579 | +15.8% | 34,794 | +19.6% | 0.17% | +22.5% |
| Q2 2023 | $1,609,787 | +25.7% | 29,094 | +24.0% | 0.14% | +17.9% |
| Q1 2023 | $1,280,810 | +29.8% | 23,458 | +29.5% | 0.12% | +20.6% |
| Q4 2022 | $986,811 | +46.8% | 18,110 | +38.0% | 0.10% | +44.8% |
| Q3 2022 | $672,000 | +72.3% | 13,126 | +86.8% | 0.07% | +76.3% |
| Q2 2022 | $390,000 | +84.8% | 7,025 | +104.9% | 0.04% | +192.3% |
| Q1 2022 | $211,000 | +71.5% | 3,429 | +75.8% | 0.01% | +62.5% |
| Q4 2021 | $123,000 | +105.0% | 1,950 | +95.0% | 0.01% | +100.0% |
| Q3 2021 | $60,000 | -38.1% | 1,000 | -37.8% | 0.00% | -33.3% |
| Q2 2021 | $97,000 | +67.2% | 1,607 | +60.7% | 0.01% | +50.0% |
| Q1 2021 | $58,000 | +3.6% | 1,000 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $56,000 | -12.5% | 1,000 | -16.7% | 0.01% | 0.0% |
| Q3 2020 | $64,000 | – | 1,200 | – | 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% |