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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,050,059 | +7.8% | 243,653 | +11.4% | 0.50% | +11.2% |
| Q2 2023 | $12,102,501 | +17.6% | 218,733 | +16.1% | 0.45% | +11.5% |
| Q1 2023 | $10,290,131 | +226106.4% | 188,464 | +125.7% | 0.40% | +56.6% |
| Q4 2022 | $4,549 | -99.8% | 83,486 | +45.0% | 0.26% | +43.0% |
| Q3 2022 | $2,949,000 | -28.8% | 57,572 | -23.0% | 0.18% | +4.7% |
| Q2 2022 | $4,143,000 | -54.5% | 74,723 | -49.3% | 0.17% | -29.9% |
| Q1 2022 | $9,098,000 | +11.2% | 147,288 | +13.8% | 0.24% | +34.8% |
| Q4 2021 | $8,179,000 | +19.9% | 129,428 | +13.7% | 0.18% | 0.0% |
| Q3 2021 | $6,822,000 | -0.1% | 113,862 | +1.0% | 0.18% | -2.2% |
| Q2 2021 | $6,830,000 | +25.7% | 112,783 | +20.6% | 0.18% | +27.6% |
| Q1 2021 | $5,435,000 | – | 93,509 | – | 0.14% | – |
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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% |