J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,542,028 | -29.4% | 47,461 | -27.1% | 0.62% | -24.0% |
| Q2 2023 | $3,600,098 | -26.5% | 65,066 | -27.5% | 0.81% | -31.3% |
| Q1 2023 | $4,900,019 | +11.6% | 89,744 | +11.4% | 1.18% | +9.6% |
| Q4 2022 | $4,388,917 | +13.5% | 80,545 | +6.7% | 1.08% | +6.9% |
| Q3 2022 | $3,866,000 | -7.3% | 75,471 | +0.3% | 1.01% | +31.5% |
| Q2 2022 | $4,172,000 | +7.2% | 75,232 | +18.7% | 0.77% | +15.7% |
| Q1 2022 | $3,892,000 | +28.8% | 63,394 | +25.1% | 0.66% | +21.5% |
| Q3 2021 | $3,021,000 | +113.8% | 50,686 | +117.2% | 0.54% | +105.7% |
| Q2 2021 | $1,413,000 | +639.8% | 23,333 | +609.6% | 0.26% | +562.5% |
| Q1 2021 | $191,000 | – | 3,288 | – | 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% |