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 | $9,198 | +14.6% | 171,737 | +18.4% | 0.46% | +19.3% |
| Q2 2023 | $8,028 | +29.5% | 145,100 | +27.8% | 0.38% | +23.5% |
| Q1 2023 | $6,201 | +41.2% | 113,572 | +40.9% | 0.31% | +28.6% |
| Q4 2022 | $4,391 | -99.8% | 80,579 | +43.1% | 0.24% | +48.8% |
| Q3 2022 | $2,885,000 | -2.9% | 56,317 | +5.2% | 0.16% | 0.0% |
| Q2 2022 | $2,970,000 | +53.3% | 53,553 | +69.7% | 0.16% | +82.0% |
| Q1 2022 | $1,938,000 | +68.4% | 31,564 | +73.2% | 0.09% | +78.0% |
| Q4 2021 | $1,151,000 | +51.6% | 18,222 | +43.2% | 0.05% | +38.9% |
| Q3 2021 | $759,000 | +248.2% | 12,725 | +254.0% | 0.04% | +260.0% |
| Q2 2021 | $218,000 | – | 3,595 | – | 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% |