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 | $6,706,456 | +9.9% | 125,214 | +13.5% | 1.72% | +15.3% |
| Q2 2023 | $6,103,862 | +9.3% | 110,317 | +7.8% | 1.50% | +3.7% |
| Q1 2023 | $5,586,328 | +7.9% | 102,314 | +7.7% | 1.44% | +2.3% |
| Q4 2022 | $5,176,675 | +22.6% | 95,002 | +15.2% | 1.41% | +20.4% |
| Q3 2022 | $4,223,000 | +9.0% | 82,440 | +18.0% | 1.17% | +12.5% |
| Q2 2022 | $3,873,000 | +95.9% | 69,861 | +116.9% | 1.04% | +123.2% |
| Q1 2022 | $1,977,000 | -0.3% | 32,202 | +2.6% | 0.47% | +2.4% |
| Q4 2021 | $1,982,000 | +50.3% | 31,375 | +41.7% | 0.46% | +36.6% |
| Q3 2021 | $1,319,000 | +14.7% | 22,141 | +16.6% | 0.33% | +13.7% |
| Q2 2021 | $1,150,000 | +21.1% | 18,986 | +16.2% | 0.29% | +11.0% |
| Q1 2021 | $950,000 | +12.0% | 16,340 | +7.5% | 0.26% | +2.7% |
| Q4 2020 | $848,000 | +505.7% | 15,203 | +478.7% | 0.26% | +424.5% |
| Q3 2020 | $140,000 | – | 2,627 | – | 0.05% | – |
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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% |