J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 41 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,576,000 | +11.6% | 6,937,583 | +15.3% | 0.10% | +16.1% |
| Q2 2023 | $332,826,000 | +11.1% | 6,015,280 | +9.6% | 0.09% | +2.4% |
| Q1 2023 | $299,693,000 | +29.9% | 5,488,888 | +29.6% | 0.08% | +28.8% |
| Q4 2022 | $230,775,000 | +45.5% | 4,235,180 | +36.8% | 0.07% | +32.0% |
| Q3 2022 | $158,566,000 | +7.4% | 3,095,205 | +16.2% | 0.05% | +16.3% |
| Q2 2022 | $147,649,000 | +75.5% | 2,662,726 | +94.4% | 0.04% | +104.8% |
| Q1 2022 | $84,120,000 | +51.5% | 1,370,039 | +55.9% | 0.02% | +61.5% |
| Q4 2021 | $55,539,000 | +44.7% | 878,913 | +36.5% | 0.01% | +30.0% |
| Q3 2021 | $38,378,000 | +159.2% | 643,829 | +163.4% | 0.01% | +150.0% |
| Q2 2021 | $14,807,000 | -34.1% | 244,470 | -36.8% | 0.00% | -42.9% |
| Q1 2021 | $22,479,000 | +27998.8% | 386,783 | +26872.3% | 0.01% | – |
| Q4 2020 | $80,000 | – | 1,434 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 1,773,089 | $98,318,000 | 32.66% |
| Prentice Wealth Management LLC | 255,822 | $14,185,000 | 14.45% |
| Cornerstone Advisory, LLC | 1,071,669 | $59,424,000 | 13.60% |
| Compass Ion Advisors, LLC | 800,839 | $44,407,000 | 12.86% |
| Lebenthal Global Advisors, LLC | 426,403 | $23,644,000 | 11.46% |
| Financial Futures Ltd Liability Co. | 182,806 | $10,137,000 | 10.01% |
| Ten Capital Wealth Advisors, LLC | 346,481 | $19,212,000 | 8.36% |
| Richard P Slaughter Associates Inc | 333,206 | $18,476,000 | 8.10% |
| RiverFront Investment Group, LLC | 3,859,162 | $213,990,000 | 8.04% |
| Derbend Asset Management | 151,800 | $8,417,000 | 7.03% |