J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 23 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,306 | +8.4% | 2,806,304 | +12.0% | 0.31% | +10.3% |
| Q2 2023 | $138,632 | +24.4% | 2,505,546 | +22.8% | 0.28% | +20.5% |
| Q1 2023 | $111,411 | +65.6% | 2,040,500 | +65.2% | 0.23% | +44.4% |
| Q4 2022 | $67,286 | -99.9% | 1,234,833 | +37.8% | 0.16% | +37.3% |
| Q3 2022 | $45,906,000 | +39.9% | 896,087 | +51.5% | 0.12% | +38.8% |
| Q2 2022 | $32,803,000 | +15.9% | 591,587 | +28.3% | 0.08% | +30.8% |
| Q1 2022 | $28,311,000 | +29.9% | 461,092 | +33.7% | 0.06% | +32.7% |
| Q4 2021 | $21,798,000 | +27.3% | 344,962 | +20.0% | 0.05% | +14.0% |
| Q3 2021 | $17,130,000 | +68.5% | 287,378 | +71.2% | 0.04% | +65.4% |
| Q2 2021 | $10,164,000 | +73.3% | 167,816 | +66.3% | 0.03% | +52.9% |
| Q1 2021 | $5,866,000 | +103.1% | 100,939 | +94.8% | 0.02% | +88.9% |
| Q4 2020 | $2,888,000 | +38.9% | 51,805 | +32.9% | 0.01% | +28.6% |
| Q3 2020 | $2,079,000 | – | 38,992 | – | 0.01% | – |
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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% |