J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,965,937 | +5.7% | 126,693 | +2.9% | 2.59% | -2.1% |
| Q3 2023 | $6,593,095 | +10.3% | 123,092 | +13.9% | 2.64% | +13.9% |
| Q2 2023 | $5,978,518 | +14.9% | 108,049 | +13.4% | 2.32% | +9.4% |
| Q1 2023 | $5,202,677 | +8.6% | 95,285 | +8.4% | 2.12% | +13.9% |
| Q4 2022 | $4,789,702 | +89.9% | 87,901 | +78.5% | 1.86% | +72.7% |
| Q3 2022 | $2,522,000 | +9.9% | 49,234 | +19.0% | 1.08% | +13.2% |
| Q2 2022 | $2,294,000 | +11.8% | 41,371 | +23.8% | 0.95% | +27.6% |
| Q1 2022 | $2,052,000 | +5.9% | 33,423 | +9.0% | 0.75% | +10.2% |
| Q4 2021 | $1,938,000 | – | 30,673 | – | 0.68% | – |
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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% |