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 | $6,706,456 | +9.9% | 125,214 | +13.5% | 1.72% | +15.3% |
| Q2 2023 | $6,103,862 | +9.3% | 110,317 | +7.8% | 1.50% | +3.7% |
| Q1 2023 | $5,586,328 | +7.9% | 102,314 | +7.7% | 1.44% | +2.3% |
| Q4 2022 | $5,176,675 | +22.6% | 95,002 | +15.2% | 1.41% | +20.4% |
| Q3 2022 | $4,223,000 | +9.0% | 82,440 | +18.0% | 1.17% | +12.5% |
| Q2 2022 | $3,873,000 | +95.9% | 69,861 | +116.9% | 1.04% | +123.2% |
| Q1 2022 | $1,977,000 | -0.3% | 32,202 | +2.6% | 0.47% | +2.4% |
| Q4 2021 | $1,982,000 | +50.3% | 31,375 | +41.7% | 0.46% | +36.6% |
| Q3 2021 | $1,319,000 | +14.7% | 22,141 | +16.6% | 0.33% | +13.7% |
| Q2 2021 | $1,150,000 | +21.1% | 18,986 | +16.2% | 0.29% | +11.0% |
| Q1 2021 | $950,000 | +12.0% | 16,340 | +7.5% | 0.26% | +2.7% |
| Q4 2020 | $848,000 | +505.7% | 15,203 | +478.7% | 0.26% | +424.5% |
| Q3 2020 | $140,000 | – | 2,627 | – | 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% |