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 | $22,835,842 | -1.7% | 426,360 | +1.5% | 8.39% | -5.5% |
| Q2 2023 | $23,235,851 | +29.5% | 419,950 | +27.8% | 8.87% | +8.9% |
| Q1 2023 | $17,938,452 | +97.6% | 328,543 | +97.2% | 8.15% | +45.1% |
| Q4 2022 | $9,076,051 | +73.5% | 166,564 | +63.2% | 5.62% | +44.8% |
| Q3 2022 | $5,230,000 | +113.5% | 102,089 | +131.1% | 3.88% | +98.7% |
| Q2 2022 | $2,450,000 | +117.2% | 44,178 | +140.4% | 1.95% | +147.7% |
| Q1 2022 | $1,128,000 | +1719.4% | 18,375 | +1771.2% | 0.79% | +1576.6% |
| Q4 2021 | $62,000 | +3.3% | 982 | +1.2% | 0.05% | -2.1% |
| Q3 2021 | $60,000 | – | 970 | – | 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% |