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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,048,864 | +13.6% | 127,397 | +12.1% | 3.60% | +10.3% |
| Q1 2023 | $6,203,987 | +9.5% | 113,626 | +9.3% | 3.26% | +0.9% |
| Q4 2022 | $5,666,950 | +4.6% | 104,000 | -1.6% | 3.23% | -13.4% |
| Q3 2022 | $5,417,000 | +1.5% | 105,740 | +9.9% | 3.73% | +7.2% |
| Q2 2022 | $5,335,000 | +25.0% | 96,206 | +38.4% | 3.48% | +21.3% |
| Q1 2022 | $4,268,000 | +12.4% | 69,507 | +15.7% | 2.87% | +10.2% |
| Q4 2021 | $3,796,000 | – | 60,074 | – | 2.60% | – |
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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% |