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 | $8,311,653 | +12.3% | 155,183 | +16.0% | 2.01% | +11.9% |
| Q2 2023 | $7,399,169 | +22.2% | 133,727 | +20.6% | 1.80% | +19.2% |
| Q1 2023 | $6,052,868 | +4.0% | 110,858 | +3.7% | 1.51% | -3.0% |
| Q4 2022 | $5,822,581 | +6.7% | 106,855 | +0.3% | 1.55% | +1.8% |
| Q3 2022 | $5,457,000 | +3.9% | 106,524 | +12.4% | 1.52% | +8.7% |
| Q2 2022 | $5,253,000 | +2.5% | 94,740 | +13.5% | 1.40% | +33.5% |
| Q1 2022 | $5,124,000 | +7.9% | 83,460 | +11.0% | 1.05% | +16.6% |
| Q4 2021 | $4,751,000 | – | 75,180 | – | 0.90% | – |
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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% |