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 | $24,608,498 | +9.1% | 459,378 | +12.7% | 0.95% | +10.3% |
| Q2 2023 | $22,553,292 | +8.1% | 407,545 | +6.7% | 0.86% | +0.7% |
| Q1 2023 | $20,860,699 | +17.4% | 382,008 | +17.1% | 0.86% | -3.7% |
| Q4 2022 | $17,773,702 | +165.4% | 326,182 | +149.6% | 0.89% | +155.0% |
| Q3 2022 | $6,697,000 | -66.7% | 130,685 | -64.0% | 0.35% | -66.0% |
| Q2 2022 | $20,108,000 | -6.3% | 362,598 | +3.8% | 1.02% | +14.1% |
| Q1 2022 | $21,449,000 | +3199.8% | 349,309 | +3296.3% | 0.90% | +3107.1% |
| Q4 2021 | $650,000 | – | 10,285 | – | 0.03% | – |
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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% |