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 | $20,316,093 | -3.9% | 379,315 | -0.7% | 1.24% | +2.1% |
| Q2 2023 | $21,131,789 | +37.1% | 381,923 | +35.3% | 1.22% | +31.4% |
| Q1 2023 | $15,411,191 | +0.2% | 282,256 | +0.0% | 0.93% | -6.6% |
| Q4 2022 | $15,373,918 | +46.7% | 282,142 | +37.9% | 0.99% | +39.2% |
| Q3 2022 | $10,478,000 | +263.3% | 204,537 | +293.3% | 0.71% | +278.7% |
| Q2 2022 | $2,884,000 | -81.4% | 52,003 | -79.5% | 0.19% | -79.4% |
| Q1 2022 | $15,546,000 | +5.9% | 253,197 | +9.0% | 0.91% | +5.3% |
| Q4 2021 | $14,679,000 | +7.7% | 232,297 | +1.6% | 0.87% | -4.2% |
| Q3 2021 | $13,635,000 | +751.1% | 228,737 | +765.0% | 0.90% | +666.1% |
| Q2 2021 | $1,602,000 | +618.4% | 26,445 | +589.6% | 0.12% | +490.0% |
| Q1 2021 | $223,000 | +4.2% | 3,835 | 0.0% | 0.02% | -13.0% |
| Q4 2020 | $214,000 | – | 3,835 | – | 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% |