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 | $1,933,492 | -8.7% | 36,100 | -5.6% | 2.38% | +2.4% |
| Q2 2023 | $2,116,721 | +6.2% | 38,256 | +4.8% | 2.33% | +1.0% |
| Q1 2023 | $1,992,226 | +22.9% | 36,488 | +22.7% | 2.30% | +30.9% |
| Q4 2022 | $1,620,573 | +14.9% | 29,741 | +8.1% | 1.76% | -3.1% |
| Q3 2022 | $1,410,000 | -0.1% | 27,513 | +8.1% | 1.82% | +11.0% |
| Q2 2022 | $1,411,000 | +3.4% | 25,446 | +14.5% | 1.64% | +25.9% |
| Q1 2022 | $1,365,000 | +47.9% | 22,228 | +52.2% | 1.30% | +57.1% |
| Q4 2021 | $923,000 | – | 14,609 | – | 0.83% | – |
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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% |