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 | $10,270,225 | +1.0% | 191,752 | +4.3% | 4.48% | +1.3% |
| Q2 2023 | $10,169,841 | +8.2% | 183,803 | +6.8% | 4.42% | -0.9% |
| Q1 2023 | $9,399,289 | +20.4% | 172,148 | +20.2% | 4.46% | +18.5% |
| Q4 2022 | $7,803,651 | +25.3% | 143,213 | +17.8% | 3.76% | +19.2% |
| Q3 2022 | $6,228,000 | +44.9% | 121,569 | +56.9% | 3.16% | +55.8% |
| Q2 2022 | $4,297,000 | +34.8% | 77,502 | +49.3% | 2.03% | +54.8% |
| Q1 2022 | $3,188,000 | +130.7% | 51,922 | +137.4% | 1.31% | +123.2% |
| Q4 2021 | $1,382,000 | – | 21,868 | – | 0.59% | – |
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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% |