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 | $4,068,017 | -4.0% | 75,953 | -0.9% | 1.52% | -5.9% |
| Q2 2023 | $4,239,477 | +11.3% | 76,622 | +9.8% | 1.61% | +14.2% |
| Q1 2023 | $3,808,575 | +10.4% | 69,754 | +10.1% | 1.41% | +5.7% |
| Q4 2022 | $3,450,973 | -0.9% | 63,332 | -6.8% | 1.34% | -7.9% |
| Q3 2022 | $3,482,000 | +0.3% | 67,963 | +8.5% | 1.45% | +10.3% |
| Q2 2022 | $3,473,000 | -15.1% | 62,630 | -6.0% | 1.32% | -2.7% |
| Q1 2022 | $4,090,000 | -8.5% | 66,612 | -5.8% | 1.35% | -8.0% |
| Q4 2021 | $4,469,000 | +56.0% | 70,726 | +47.2% | 1.47% | +48.5% |
| Q3 2021 | $2,864,000 | +26.6% | 48,053 | +28.7% | 0.99% | +26.3% |
| Q2 2021 | $2,262,000 | +38.1% | 37,347 | +32.5% | 0.78% | +26.7% |
| Q1 2021 | $1,638,000 | +33.5% | 28,189 | +28.1% | 0.62% | +27.1% |
| Q4 2020 | $1,227,000 | +75.0% | 22,011 | +67.4% | 0.49% | +59.7% |
| Q3 2020 | $701,000 | – | 13,145 | – | 0.30% | – |
Download | ||||||
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% |