J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,025,372 | -3.4% | 784,641 | -0.3% | 1.94% | -1.7% |
| Q2 2023 | $43,526,949 | +2.9% | 786,679 | +1.6% | 1.97% | -2.3% |
| Q1 2023 | $42,280,602 | +108228.5% | 774,370 | +8.1% | 2.02% | +15.5% |
| Q4 2022 | $39,030 | -99.9% | 716,269 | +23.9% | 1.75% | +24.4% |
| Q3 2022 | $29,619,000 | +5425.9% | 578,160 | +5885.7% | 1.40% | +6004.3% |
| Q2 2022 | $536,000 | +25.2% | 9,659 | +38.7% | 0.02% | +53.3% |
| Q1 2022 | $428,000 | -3.6% | 6,965 | -0.8% | 0.02% | +7.1% |
| Q4 2021 | $444,000 | +38.3% | 7,021 | +30.3% | 0.01% | +133.3% |
| Q3 2021 | $321,000 | – | 5,387 | – | 0.01% | – |
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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% |