J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,311 | -20.8% | 43,154 | -18.2% | 1.07% | -18.3% |
| Q2 2023 | $2,917 | +6.3% | 52,724 | +4.9% | 1.30% | -0.3% |
| Q1 2023 | $2,744 | -16.0% | 50,265 | -16.2% | 1.31% | -19.5% |
| Q4 2022 | $3,267 | -99.8% | 59,965 | +106.6% | 1.62% | +90.4% |
| Q3 2022 | $1,487,000 | -3.8% | 29,019 | +4.1% | 0.85% | -17.9% |
| Q2 2022 | $1,546,000 | -8.1% | 27,873 | +1.7% | 1.04% | +16.2% |
| Q1 2022 | $1,683,000 | +45.8% | 27,410 | +50.1% | 0.89% | +61.1% |
| Q4 2021 | $1,154,000 | – | 18,264 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 700,333 | $37,490,363 | 35.46% |
| Enstar Group LTD | 1,743,376 | $93,375,219 | 30.92% |
| Requisite Capital Management, LLC | 2,136,634 | $114,438,106 | 29.07% |
| Ergawealth Advisors, Inc. | 601,411 | $32,211,570 | 22.23% |
| Reitz Capital Advisors LLC | 212,815 | $11,377,097 | 21.73% |
| Leverty Financial Group, LLC | 489,281 | $26,206,267 | 19.03% |
| Moss Adams Wealth Advisors LLC | 935,777 | $50,120,196 | 17.10% |
| American Planning Services, Inc. | 436,589 | $23,383,682 | 15.54% |
| HILLTOP WEALTH ADVISORS, LLC | 360,428 | $19,304,536 | 14.94% |
| Cornerstone Advisory, LLC | 1,588,831 | $85,097,803 | 14.89% |