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 | $6,637,162 | -1.3% | 123,920 | +2.0% | 3.18% | +1.8% |
| Q2 2023 | $6,724,595 | +2.7% | 121,536 | +1.4% | 3.13% | -8.5% |
| Q1 2023 | $6,546,211 | -6.8% | 119,894 | -7.0% | 3.42% | -15.6% |
| Q4 2022 | $7,026,103 | +9.0% | 128,943 | +2.5% | 4.05% | +0.9% |
| Q3 2022 | $6,448,000 | +4.9% | 125,855 | +13.6% | 4.02% | -4.7% |
| Q2 2022 | $6,145,000 | -9.0% | 110,821 | +0.8% | 4.21% | +5.2% |
| Q1 2022 | $6,750,000 | -0.1% | 109,933 | +2.9% | 4.00% | +5.7% |
| Q4 2021 | $6,754,000 | – | 106,880 | – | 3.79% | – |
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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% |