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 | $63,753,906 | -0.4% | 1,190,327 | +2.9% | 6.82% | -15.8% |
| Q2 2023 | $63,993,075 | +9.1% | 1,156,571 | +7.7% | 8.10% | +27.3% |
| Q1 2023 | $58,651,025 | +70.6% | 1,074,195 | +70.3% | 6.36% | +63.3% |
| Q4 2022 | $34,369,241 | +19428.0% | 630,744 | +18267.6% | 3.89% | +19370.0% |
| Q3 2022 | $176,000 | +45.5% | 3,434 | +56.8% | 0.02% | +53.8% |
| Q2 2022 | $121,000 | -8.3% | 2,190 | +2.1% | 0.01% | +8.3% |
| Q1 2022 | $132,000 | -0.8% | 2,144 | +1.8% | 0.01% | 0.0% |
| Q4 2021 | $133,000 | -90.4% | 2,107 | -91.0% | 0.01% | -90.8% |
| Q3 2021 | $1,388,000 | -1.6% | 23,282 | +0.0% | 0.13% | -1.5% |
| Q2 2021 | $1,410,000 | – | 23,280 | – | 0.13% | – |
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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% |