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 | $18,440,677 | -17.0% | 344,262 | -14.3% | 0.21% | -13.9% |
| Q2 2023 | $22,226,177 | +18.7% | 401,700 | +17.2% | 0.24% | +15.6% |
| Q1 2023 | $18,716,827 | +12.0% | 342,798 | +11.8% | 0.21% | +11.1% |
| Q4 2022 | $16,704,670 | +26.7% | 306,565 | +19.1% | 0.19% | +18.0% |
| Q3 2022 | $13,182,000 | +16.2% | 257,422 | +25.9% | 0.16% | +21.1% |
| Q2 2022 | $11,348,000 | +1489.4% | 204,454 | +1658.6% | 0.13% | +1562.5% |
| Q1 2022 | $714,000 | – | 11,626 | – | 0.01% | – |
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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% |