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 | $6,571,235 | +7.9% | 122,689 | +11.4% | 5.37% | +11.5% |
| Q2 2023 | $6,091,612 | -41.4% | 110,096 | -42.2% | 4.81% | -45.1% |
| Q1 2023 | $10,401,300 | -5.4% | 190,500 | -5.6% | 8.76% | -11.6% |
| Q4 2022 | $10,991,014 | +1.9% | 201,707 | -4.2% | 9.90% | -4.0% |
| Q3 2022 | $10,782,000 | +6.4% | 210,457 | +15.1% | 10.32% | +3.1% |
| Q2 2022 | $10,137,000 | +62.5% | 182,806 | +79.9% | 10.01% | +105.1% |
| Q1 2022 | $6,239,000 | – | 101,614 | – | 4.88% | – |
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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% |