J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,964,503 | -33.1% | 36,679 | -30.9% | 0.09% | -30.6% |
| Q2 2023 | $2,936,171 | -3.7% | 53,067 | -5.0% | 0.12% | -10.1% |
| Q1 2023 | $3,049,427 | +53958.3% | 55,850 | -46.0% | 0.14% | -9.2% |
| Q4 2022 | $5,641 | -99.8% | 103,518 | +105.6% | 0.15% | -12.1% |
| Q3 2022 | $2,580,000 | +35.8% | 50,356 | +62.7% | 0.17% | +66.3% |
| Q1 2022 | $1,900,000 | +93.7% | 30,943 | +99.4% | 0.10% | +108.0% |
| Q4 2021 | $981,000 | +71.5% | 15,516 | +61.6% | 0.05% | +56.2% |
| Q3 2021 | $572,000 | – | 9,599 | – | 0.03% | – |
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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% |