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 | $9,173,805 | -5.5% | 171,281 | -2.4% | 0.31% | -55.5% |
| Q2 2023 | $9,706,487 | +90.7% | 175,429 | +88.2% | 0.70% | +82.6% |
| Q1 2023 | $5,088,830 | +21.6% | 93,202 | +14.1% | 0.38% | -2.8% |
| Q3 2022 | $4,186,000 | -44.8% | 81,710 | -40.2% | 0.40% | -43.2% |
| Q2 2022 | $7,581,000 | -8.3% | 136,715 | +1.6% | 0.70% | +7.9% |
| Q1 2022 | $8,264,000 | -6.1% | 134,595 | -3.4% | 0.65% | +0.6% |
| Q4 2021 | $8,802,000 | – | 139,299 | – | 0.64% | – |
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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% |