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 | $9,333,512 | -24.1% | 176,237 | -20.8% | 1.65% | -21.5% |
| Q2 2023 | $12,304,839 | +12.5% | 222,390 | +11.0% | 2.10% | +6.0% |
| Q1 2023 | $10,936,216 | +48.5% | 200,297 | +39.4% | 1.99% | +17.6% |
| Q3 2022 | $7,363,000 | -11.0% | 143,724 | -3.7% | 1.69% | +0.6% |
| Q2 2022 | $8,277,000 | -4.4% | 149,263 | +5.9% | 1.68% | +2.7% |
| Q1 2022 | $8,657,000 | +12.7% | 141,001 | +16.0% | 1.64% | +71.6% |
| Q4 2021 | $7,683,000 | +37.5% | 121,588 | +29.7% | 0.95% | -15.1% |
| Q3 2021 | $5,589,000 | +58.4% | 93,765 | +60.9% | 1.12% | +58.7% |
| Q2 2021 | $3,529,000 | -9.8% | 58,269 | -13.4% | 0.71% | -17.7% |
| Q1 2021 | $3,913,000 | +37.3% | 67,318 | +31.8% | 0.86% | +25.0% |
| Q4 2020 | $2,849,000 | – | 51,095 | – | 0.69% | – |
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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% |