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 | $25,086,340 | +7.9% | 468,378 | +11.5% | 0.39% | +10.6% |
| Q2 2023 | $23,248,991 | +15.4% | 420,188 | +13.9% | 0.35% | +8.4% |
| Q1 2023 | $20,139,924 | +46.4% | 368,863 | +46.1% | 0.32% | +37.6% |
| Q4 2022 | $13,758,836 | +23.6% | 252,502 | +16.2% | 0.23% | +12.5% |
| Q3 2022 | $11,133,000 | +8.9% | 217,317 | +17.9% | 0.21% | +11.2% |
| Q2 2022 | $10,219,000 | +6.5% | 184,300 | +18.0% | 0.19% | +26.4% |
| Q1 2022 | $9,594,000 | +80.5% | 156,251 | +85.7% | 0.15% | +82.7% |
| Q4 2021 | $5,316,000 | +415.6% | 84,122 | +386.4% | 0.08% | +350.0% |
| Q3 2021 | $1,031,000 | +335.0% | 17,296 | +341.8% | 0.02% | +350.0% |
| Q2 2021 | $237,000 | -99.9% | 3,915 | +8.8% | 0.00% | +100.0% |
| Q1 2021 | $209,232,000 | +209132.0% | 3,600 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $100,000 | – | 1,800 | – | 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% |