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 | $129,806 | -2.3% | 2,423,546 | +1.0% | 0.48% | +4.5% |
| Q2 2023 | $132,821 | +20.7% | 2,400,518 | +19.1% | 0.46% | +3.1% |
| Q1 2023 | $110,059 | +37.6% | 2,015,729 | +37.3% | 0.45% | +43.9% |
| Q4 2022 | $79,990 | -99.9% | 1,467,973 | -3.5% | 0.31% | -6.6% |
| Q3 2022 | $77,896,000 | -7.6% | 1,520,511 | +0.0% | 0.33% | -12.3% |
| Q2 2022 | $84,302,000 | +17.9% | 1,520,162 | +30.5% | 0.38% | +24.5% |
| Q1 2022 | $71,522,000 | +7.9% | 1,164,849 | +11.1% | 0.31% | +19.1% |
| Q4 2021 | $66,262,000 | +47.0% | 1,048,612 | +38.7% | 0.26% | +33.2% |
| Q3 2021 | $45,067,000 | +100.7% | 756,024 | +103.9% | 0.19% | +94.9% |
| Q2 2021 | $22,460,000 | +548.6% | 370,807 | +522.4% | 0.10% | +482.4% |
| Q1 2021 | $3,463,000 | +65.5% | 59,577 | +58.7% | 0.02% | +70.0% |
| Q4 2020 | $2,093,000 | +172.2% | 37,544 | +160.2% | 0.01% | +150.0% |
| Q3 2020 | $769,000 | – | 14,429 | – | 0.00% | – |
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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% |