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 | $2,285,359 | -14.1% | 42,669 | -11.3% | 0.77% | -11.7% |
| Q2 2023 | $2,661,099 | +56.1% | 48,095 | +54.0% | 0.87% | +52.9% |
| Q1 2023 | $1,704,796 | -13.1% | 31,223 | -13.3% | 0.57% | -22.5% |
| Q4 2022 | $1,962,717 | -5.7% | 36,020 | -11.4% | 0.74% | -10.6% |
| Q3 2022 | $2,082,000 | -65.4% | 40,647 | -62.5% | 0.82% | -65.1% |
| Q2 2022 | $6,017,000 | +35.6% | 108,520 | +50.1% | 2.36% | +80.6% |
| Q1 2022 | $4,438,000 | -4.7% | 72,276 | -1.9% | 1.31% | +4.0% |
| Q4 2021 | $4,656,000 | +69.3% | 73,677 | +59.7% | 1.26% | +75.9% |
| Q3 2021 | $2,750,000 | +276.2% | 46,135 | +282.1% | 0.71% | +279.8% |
| Q2 2021 | $731,000 | – | 12,074 | – | 0.19% | – |
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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% |