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 | $129,806 | -2.3% | 2,423,546 | +1.0% | 0.48% | +4.5% |
| Q2 2023 | $132,821 | +20.7% | 2,400,518 | +19.1% | 0.46% | +3.1% |
| Q1 2023 | $110,059 | +37.6% | 2,015,729 | +37.3% | 0.45% | +43.9% |
| Q4 2022 | $79,990 | -99.9% | 1,467,973 | -3.5% | 0.31% | -6.6% |
| Q3 2022 | $77,896,000 | -7.6% | 1,520,511 | +0.0% | 0.33% | -12.3% |
| Q2 2022 | $84,302,000 | +17.9% | 1,520,162 | +30.5% | 0.38% | +24.5% |
| Q1 2022 | $71,522,000 | +7.9% | 1,164,849 | +11.1% | 0.31% | +19.1% |
| Q4 2021 | $66,262,000 | +47.0% | 1,048,612 | +38.7% | 0.26% | +33.2% |
| Q3 2021 | $45,067,000 | +100.7% | 756,024 | +103.9% | 0.19% | +94.9% |
| Q2 2021 | $22,460,000 | +548.6% | 370,807 | +522.4% | 0.10% | +482.4% |
| Q1 2021 | $3,463,000 | +65.5% | 59,577 | +58.7% | 0.02% | +70.0% |
| Q4 2020 | $2,093,000 | +172.2% | 37,544 | +160.2% | 0.01% | +150.0% |
| Q3 2020 | $769,000 | – | 14,429 | – | 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% |