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 | $4,191,044 | -28.1% | 78,250 | -25.7% | 1.16% | -27.3% |
| Q2 2023 | $5,830,845 | -0.3% | 105,383 | -1.7% | 1.60% | -4.5% |
| Q1 2023 | $5,851,056 | -6.6% | 107,162 | -6.8% | 1.67% | -17.5% |
| Q4 2022 | $6,263,169 | +18.3% | 114,942 | +11.2% | 2.03% | -11.4% |
| Q3 2022 | $5,295,000 | -0.2% | 103,353 | +8.0% | 2.29% | -5.4% |
| Q2 2022 | $5,307,000 | -8.2% | 95,712 | +1.7% | 2.42% | +41.2% |
| Q1 2022 | $5,780,000 | -45.1% | 94,133 | -43.5% | 1.72% | -43.4% |
| Q4 2021 | $10,537,000 | +67.4% | 166,751 | +58.0% | 3.03% | +53.2% |
| Q3 2021 | $6,293,000 | -21.8% | 105,572 | -20.5% | 1.98% | -17.3% |
| Q2 2021 | $8,045,000 | +75.9% | 132,820 | +68.8% | 2.39% | +64.3% |
| Q1 2021 | $4,573,000 | +175.2% | 78,678 | +163.9% | 1.46% | +172.5% |
| Q4 2020 | $1,662,000 | – | 29,814 | – | 0.53% | – |
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% |