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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,669,298 | +29.9% | 85,226 | +126.0% | 1.37% | +22.1% |
| Q4 2022 | $2,054,600 | -42.8% | 37,706 | -46.2% | 1.12% | -10.8% |
| Q3 2022 | $3,594,000 | +178.2% | 70,078 | +200.8% | 1.26% | +54.0% |
| Q2 2022 | $1,292,000 | -43.1% | 23,299 | -37.0% | 0.82% | -33.3% |
| Q1 2022 | $2,269,000 | -15.9% | 36,961 | -13.4% | 1.22% | -7.7% |
| Q4 2021 | $2,698,000 | +22.4% | 42,692 | +15.6% | 1.33% | +10.7% |
| Q3 2021 | $2,204,000 | -14.7% | 36,943 | -13.4% | 1.20% | +53.8% |
| Q2 2021 | $2,584,000 | +195.0% | 42,682 | +183.3% | 0.78% | +172.4% |
| Q1 2021 | $876,000 | +93.4% | 15,068 | +85.7% | 0.29% | -3.7% |
| Q4 2020 | $453,000 | – | 8,115 | – | 0.30% | – |
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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% |