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 | $8,990,115 | +8.0% | 167,851 | +11.6% | 2.99% | +12.3% |
| Q2 2023 | $8,322,476 | +7.8% | 150,415 | +6.4% | 2.66% | -5.6% |
| Q1 2023 | $7,717,412 | +18.2% | 141,345 | +18.0% | 2.82% | +8.0% |
| Q4 2022 | $6,527,036 | -5.5% | 119,784 | -11.2% | 2.61% | -8.1% |
| Q3 2022 | $6,909,000 | -3.2% | 134,869 | +4.8% | 2.84% | +0.2% |
| Q2 2022 | $7,138,000 | +16.9% | 128,735 | +29.5% | 2.83% | +37.4% |
| Q1 2022 | $6,105,000 | +11.8% | 99,434 | +15.1% | 2.06% | +15.1% |
| Q4 2021 | $5,459,000 | +18.1% | 86,384 | +11.4% | 1.79% | +6.7% |
| Q3 2021 | $4,621,000 | -3.1% | 77,523 | -1.6% | 1.68% | -18.8% |
| Q2 2021 | $4,770,000 | +14.8% | 78,750 | +10.1% | 2.07% | +12.3% |
| Q1 2021 | $4,156,000 | +66.8% | 71,512 | +60.0% | 1.84% | +51.9% |
| Q4 2020 | $2,491,000 | +829.5% | 44,682 | +790.1% | 1.21% | +667.7% |
| Q3 2020 | $268,000 | – | 5,020 | – | 0.16% | – |
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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% |