J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,841,085 | -1.1% | 109,057 | +2.2% | 0.77% | +1.0% |
| Q2 2023 | $5,906,344 | +18.1% | 106,748 | +16.6% | 0.76% | +6.6% |
| Q1 2023 | $4,999,831 | +41.6% | 91,572 | +41.3% | 0.72% | +23.6% |
| Q4 2022 | $3,531,715 | +14.9% | 64,814 | +8.0% | 0.58% | -1.9% |
| Q3 2022 | $3,073,000 | +79.2% | 59,986 | +94.0% | 0.59% | +84.7% |
| Q2 2022 | $1,715,000 | +46.7% | 30,927 | +62.4% | 0.32% | +71.1% |
| Q1 2022 | $1,169,000 | +238.8% | 19,038 | +248.4% | 0.19% | +252.8% |
| Q4 2021 | $345,000 | +66.7% | 5,464 | +57.6% | 0.05% | +51.4% |
| Q3 2021 | $207,000 | – | 3,466 | – | 0.04% | – |
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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% |