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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,815,209 | -30.5% | 251,277 | -32.3% | 3.42% | -35.5% |
| Q3 2023 | $19,889,613 | -32.2% | 371,352 | -29.9% | 5.30% | -36.9% |
| Q2 2023 | $29,328,883 | +2.2% | 530,072 | +0.8% | 8.39% | -10.3% |
| Q1 2023 | $28,699,616 | +15.0% | 525,634 | +14.8% | 9.35% | +19.3% |
| Q4 2022 | $24,950,807 | +38.2% | 457,897 | +29.9% | 7.84% | +3.8% |
| Q3 2022 | $18,055,000 | -2.3% | 352,447 | +5.8% | 7.56% | -6.8% |
| Q2 2022 | $18,476,000 | +75.3% | 333,206 | +94.1% | 8.10% | +109.3% |
| Q1 2022 | $10,539,000 | -17.4% | 171,659 | -14.9% | 3.87% | -14.1% |
| Q4 2021 | $12,753,000 | +30.4% | 201,824 | +23.0% | 4.51% | +16.3% |
| Q3 2021 | $9,781,000 | – | 164,096 | – | 3.88% | – |
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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% |