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 | $1,429,419,786 | -0.6% | 26,688,196 | +2.6% | 0.16% | +4.0% |
| Q2 2023 | $1,438,739,099 | +14.5% | 26,002,875 | +13.0% | 0.15% | +17.1% |
| Q1 2023 | $1,256,374,917 | +20.2% | 23,010,530 | +20.0% | 0.13% | +8.4% |
| Q4 2022 | $1,044,828,071 | +42.7% | 19,174,676 | +34.2% | 0.12% | +36.8% |
| Q3 2022 | $732,064,000 | +29.4% | 14,289,766 | +40.1% | 0.09% | +35.9% |
| Q2 2022 | $565,650,000 | +57.1% | 10,201,077 | +74.0% | 0.06% | +82.9% |
| Q1 2022 | $359,971,000 | +94.4% | 5,862,722 | +100.1% | 0.04% | +94.4% |
| Q4 2021 | $185,171,000 | +149.3% | 2,930,379 | +135.2% | 0.02% | +125.0% |
| Q3 2021 | $74,265,000 | +61276.0% | 1,245,846 | +62192.3% | 0.01% | – |
| Q2 2021 | $121,000 | +4.3% | 2,000 | 0.0% | 0.00% | – |
| Q1 2021 | $116,000 | – | 2,000 | – | 0.00% | – |
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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% |