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 | $218,632 | -3.2% | 4,082 | 0.0% | 0.13% | -4.5% |
| Q2 2023 | $225,857 | -6.6% | 4,082 | -7.8% | 0.13% | -14.6% |
| Q1 2023 | $241,769 | -27.7% | 4,428 | -27.9% | 0.16% | -19.9% |
| Q4 2022 | $334,569 | +6.2% | 6,140 | 0.0% | 0.20% | -10.1% |
| Q3 2022 | $315,000 | -22.2% | 6,140 | -15.9% | 0.22% | -17.7% |
| Q2 2022 | $405,000 | -31.6% | 7,300 | -24.3% | 0.26% | +2.3% |
| Q1 2022 | $592,000 | +42.7% | 9,638 | +46.7% | 0.26% | +37.0% |
| Q4 2021 | $415,000 | +82.8% | 6,569 | +72.2% | 0.19% | +64.3% |
| Q3 2021 | $227,000 | +3683.3% | 3,815 | +3715.0% | 0.12% | +2775.0% |
| Q4 2020 | $6,000 | – | 100 | – | 0.00% | – |
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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% |