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 | $864,067 | -62.4% | 16,133 | -61.2% | 0.59% | -62.1% |
| Q2 2023 | $2,300,856 | +2.7% | 41,584 | +1.3% | 1.55% | -5.8% |
| Q1 2023 | $2,240,347 | +3.4% | 41,032 | +3.2% | 1.64% | -2.3% |
| Q4 2022 | $2,167,360 | -17.4% | 39,775 | -22.3% | 1.68% | -22.7% |
| Q3 2022 | $2,624,000 | -9.9% | 51,216 | -2.5% | 2.18% | -7.4% |
| Q2 2022 | $2,912,000 | -6.7% | 52,513 | +3.3% | 2.35% | +14.2% |
| Q1 2022 | $3,121,000 | +0.9% | 50,833 | +3.8% | 2.06% | +7.0% |
| Q4 2021 | $3,094,000 | +13.3% | 48,965 | +6.9% | 1.92% | +5.7% |
| Q3 2021 | $2,731,000 | +360.5% | 45,822 | +368.1% | 1.82% | +366.2% |
| Q2 2021 | $593,000 | – | 9,788 | – | 0.39% | – |
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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% |