J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,576,000 | +11.6% | 6,937,583 | +15.3% | 0.10% | +16.1% |
| Q2 2023 | $332,826,000 | +11.1% | 6,015,280 | +9.6% | 0.09% | +2.4% |
| Q1 2023 | $299,693,000 | +29.9% | 5,488,888 | +29.6% | 0.08% | +28.8% |
| Q4 2022 | $230,775,000 | +45.5% | 4,235,180 | +36.8% | 0.07% | +32.0% |
| Q3 2022 | $158,566,000 | +7.4% | 3,095,205 | +16.2% | 0.05% | +16.3% |
| Q2 2022 | $147,649,000 | +75.5% | 2,662,726 | +94.4% | 0.04% | +104.8% |
| Q1 2022 | $84,120,000 | +51.5% | 1,370,039 | +55.9% | 0.02% | +61.5% |
| Q4 2021 | $55,539,000 | +44.7% | 878,913 | +36.5% | 0.01% | +30.0% |
| Q3 2021 | $38,378,000 | +159.2% | 643,829 | +163.4% | 0.01% | +150.0% |
| Q2 2021 | $14,807,000 | -34.1% | 244,470 | -36.8% | 0.00% | -42.9% |
| Q1 2021 | $22,479,000 | +27998.8% | 386,783 | +26872.3% | 0.01% | – |
| Q4 2020 | $80,000 | – | 1,434 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |