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 | $118,828,558 | +127.0% | 2,218,606 | +134.5% | 3.45% | +8.7% |
| Q2 2023 | $52,351,982 | +21.6% | 946,177 | +20.0% | 3.17% | +1.2% |
| Q1 2023 | $43,057,828 | +20.2% | 788,605 | +20.0% | 3.13% | +11.7% |
| Q4 2022 | $35,819,319 | +64.3% | 657,117 | +54.4% | 2.81% | +39.7% |
| Q3 2022 | $21,804,000 | +52.2% | 425,609 | +64.7% | 2.01% | +79.9% |
| Q2 2022 | $14,326,000 | +9579.7% | 258,356 | +10611.3% | 1.12% | +11070.0% |
| Q1 2022 | $148,000 | – | 2,412 | – | 0.01% | – |
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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% |