J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,789,619 | +0.7% | 52,084 | +4.1% | 1.15% | +3.3% |
| Q2 2023 | $2,769,156 | -1.1% | 50,048 | -2.4% | 1.11% | -27.9% |
| Q1 2023 | $2,801,198 | +2.9% | 51,304 | +3.7% | 1.54% | -17.5% |
| Q4 2022 | $2,723,082 | +1.0% | 49,454 | +1.4% | 1.87% | +31.5% |
| Q3 2022 | $2,696,000 | +0.9% | 48,791 | +1.3% | 1.42% | -10.9% |
| Q2 2022 | $2,672,000 | -73.1% | 48,179 | +29640.1% | 1.59% | +39725.0% |
| Q1 2022 | $9,947,000 | -3.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,311,000 | – | 162 | – | 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% |