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 | $973,752 | +9.3% | 18,181 | +12.9% | 0.42% | +8.6% |
| Q2 2023 | $891,200 | +10.2% | 16,107 | +8.7% | 0.38% | -0.3% |
| Q1 2023 | $809,053 | +20.0% | 14,818 | +19.8% | 0.38% | +12.2% |
| Q4 2022 | $673,985 | -4.7% | 12,369 | -10.4% | 0.34% | -12.7% |
| Q3 2022 | $707,000 | -23.8% | 13,810 | -17.5% | 0.39% | -18.1% |
| Q2 2022 | $928,000 | +31.6% | 16,738 | +45.7% | 0.48% | +45.5% |
| Q1 2022 | $705,000 | +4.1% | 11,486 | +7.2% | 0.33% | +5.4% |
| Q4 2021 | $677,000 | +22.0% | 10,717 | +15.1% | 0.31% | +11.0% |
| Q3 2021 | $555,000 | +77.9% | 9,309 | +80.9% | 0.28% | +61.1% |
| Q2 2021 | $312,000 | +32.8% | 5,146 | +27.4% | 0.18% | +19.9% |
| Q1 2021 | $235,000 | +5.4% | 4,038 | +0.9% | 0.15% | -7.6% |
| Q4 2020 | $223,000 | – | 4,003 | – | 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% |