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 | $2,277,905 | -6.7% | 42,529 | -3.6% | 0.17% | -3.9% |
| Q2 2023 | $2,440,453 | +3.8% | 44,107 | +2.4% | 0.18% | -1.6% |
| Q1 2023 | $2,351,102 | +1.5% | 43,060 | +1.9% | 0.18% | -15.7% |
| Q4 2022 | $2,316,042 | +132.1% | 42,271 | +116.9% | 0.22% | +125.0% |
| Q3 2022 | $998,000 | +5.7% | 19,487 | +14.5% | 0.10% | +3.2% |
| Q2 2022 | $944,000 | +362.7% | 17,026 | +412.5% | 0.09% | +389.5% |
| Q1 2022 | $204,000 | -1.4% | 3,322 | +2.2% | 0.02% | +11.8% |
| Q4 2021 | $207,000 | – | 3,252 | – | 0.02% | – |
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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% |