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 | $1,649,103 | -7.5% | 31,162 | -4.0% | 0.55% | -9.0% |
| Q2 2023 | $1,783,093 | -1.4% | 32,453 | -2.1% | 0.61% | -5.7% |
| Q1 2023 | $1,807,527 | -37.7% | 33,137 | -37.0% | 0.65% | -50.2% |
| Q4 2022 | $2,901,927 | +63.6% | 52,581 | +51.5% | 1.30% | +45.1% |
| Q3 2022 | $1,774,000 | -8.7% | 34,701 | -0.7% | 0.89% | -9.8% |
| Q2 2022 | $1,943,000 | -30.7% | 34,929 | -23.1% | 0.99% | -23.1% |
| Q1 2022 | $2,803,000 | -28.0% | 45,423 | -29.9% | 1.29% | -18.8% |
| Q4 2021 | $3,891,000 | -1.8% | 64,768 | +0.3% | 1.59% | +16.9% |
| Q3 2021 | $3,964,000 | +8.4% | 64,559 | +9.2% | 1.36% | +1.2% |
| Q2 2021 | $3,656,000 | +427.6% | 59,097 | +403.1% | 1.34% | +380.6% |
| Q1 2021 | $693,000 | -6.6% | 11,746 | -11.1% | 0.28% | -9.4% |
| Q4 2020 | $742,000 | – | 13,208 | – | 0.31% | – |
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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% |