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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,669,298 | +29.9% | 85,226 | +126.0% | 1.37% | +22.1% |
| Q4 2022 | $2,054,600 | -42.8% | 37,706 | -46.2% | 1.12% | -10.8% |
| Q3 2022 | $3,594,000 | +178.2% | 70,078 | +200.8% | 1.26% | +54.0% |
| Q2 2022 | $1,292,000 | -43.1% | 23,299 | -37.0% | 0.82% | -33.3% |
| Q1 2022 | $2,269,000 | -15.9% | 36,961 | -13.4% | 1.22% | -7.7% |
| Q4 2021 | $2,698,000 | +22.4% | 42,692 | +15.6% | 1.33% | +10.7% |
| Q3 2021 | $2,204,000 | -14.7% | 36,943 | -13.4% | 1.20% | +53.8% |
| Q2 2021 | $2,584,000 | +195.0% | 42,682 | +183.3% | 0.78% | +172.4% |
| Q1 2021 | $876,000 | +93.4% | 15,068 | +85.7% | 0.29% | -3.7% |
| Q4 2020 | $453,000 | – | 8,115 | – | 0.30% | – |
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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% |