J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,046,119 | +1.9% | 75,544 | +5.3% | 2.16% | +36.4% |
| Q2 2023 | $3,968,730 | -28.1% | 71,728 | -29.1% | 1.59% | -49.4% |
| Q1 2023 | $5,520,116 | +5.4% | 101,101 | +5.1% | 3.14% | -17.8% |
| Q4 2022 | $5,239,540 | +1492.6% | 96,156 | +1398.9% | 3.81% | +1228.9% |
| Q3 2022 | $329,000 | +50.9% | 6,415 | +62.8% | 0.29% | +53.5% |
| Q2 2022 | $218,000 | -7.6% | 3,940 | +2.7% | 0.19% | +17.6% |
| Q1 2022 | $236,000 | +11.3% | 3,838 | +14.3% | 0.16% | +0.6% |
| Q4 2021 | $212,000 | – | 3,359 | – | 0.16% | – |
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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% |