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 | $12,428,098 | -5.4% | 232,041 | -2.3% | 5.35% | -3.6% |
| Q2 2023 | $13,141,668 | +31.3% | 237,514 | +29.6% | 5.55% | +12.5% |
| Q1 2023 | $10,012,230 | +18.9% | 183,264 | +21.0% | 4.93% | +13.9% |
| Q4 2022 | $8,419,658 | +48.1% | 151,444 | +36.5% | 4.33% | +27.5% |
| Q3 2022 | $5,684,000 | +19.4% | 110,948 | +30.6% | 3.40% | +23.5% |
| Q2 2022 | $4,760,000 | +619.0% | 84,950 | +688.2% | 2.75% | +645.0% |
| Q1 2022 | $662,000 | +29.5% | 10,778 | +33.3% | 0.37% | +32.3% |
| Q4 2021 | $511,000 | +39.6% | 8,083 | +31.6% | 0.28% | +24.6% |
| Q3 2021 | $366,000 | – | 6,142 | – | 0.22% | – |
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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% |