J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |