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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,047,478 | +4.4% | 146,371 | +1.7% | 4.70% | -4.3% |
| Q3 2023 | $7,705,463 | -1.2% | 143,866 | +2.0% | 4.90% | -0.3% |
| Q2 2023 | $7,801,641 | +6.3% | 141,002 | +4.8% | 4.92% | -0.1% |
| Q1 2023 | $7,342,717 | +10.0% | 134,482 | +9.8% | 4.93% | +4.4% |
| Q4 2022 | $6,672,246 | +29.1% | 122,449 | +21.4% | 4.72% | +26.0% |
| Q3 2022 | $5,168,000 | +21.9% | 100,876 | +31.9% | 3.75% | +36.7% |
| Q2 2022 | $4,240,000 | +33.2% | 76,461 | +47.6% | 2.74% | +51.1% |
| Q1 2022 | $3,182,000 | +29.2% | 51,817 | +33.0% | 1.81% | +47.5% |
| Q4 2021 | $2,463,000 | +58.6% | 38,973 | +49.6% | 1.23% | +41.2% |
| Q3 2021 | $1,553,000 | – | 26,049 | – | 0.87% | – |
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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% |