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 | $5,060,145 | +8.4% | 94,476 | +12.0% | 0.34% | +10.6% |
| Q2 2023 | $4,668,950 | +1.4% | 84,384 | +0.1% | 0.31% | -1.9% |
| Q1 2023 | $4,602,389 | +13.2% | 84,293 | +12.9% | 0.32% | +11.7% |
| Q4 2022 | $4,066,752 | +24.2% | 74,633 | +16.8% | 0.28% | +13.2% |
| Q3 2022 | $3,274,000 | +32.5% | 63,907 | +43.4% | 0.25% | +40.4% |
| Q2 2022 | $2,471,000 | +10.4% | 44,569 | +22.3% | 0.18% | +29.0% |
| Q1 2022 | $2,238,000 | +1.0% | 36,457 | +4.0% | 0.14% | +1.5% |
| Q4 2021 | $2,215,000 | +188.0% | 35,060 | +172.3% | 0.14% | +183.3% |
| Q3 2021 | $769,000 | +2.5% | 12,875 | +4.0% | 0.05% | -9.4% |
| Q2 2021 | $750,000 | – | 12,384 | – | 0.05% | – |
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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% |