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 | $18,293,820 | +17.4% | 341,558 | +21.3% | 1.35% | +21.4% |
| Q2 2023 | $15,578,759 | +63.7% | 281,561 | +61.5% | 1.11% | +63.7% |
| Q1 2023 | $9,519,181 | +69.8% | 174,344 | +69.5% | 0.68% | +57.3% |
| Q4 2022 | $5,605,708 | +11.5% | 102,875 | +4.9% | 0.43% | +2.9% |
| Q3 2022 | $5,026,000 | +37.6% | 98,109 | +48.9% | 0.42% | +44.0% |
| Q2 2022 | $3,653,000 | +208.5% | 65,876 | +241.5% | 0.29% | +268.4% |
| Q1 2022 | $1,184,000 | +4.8% | 19,291 | +7.8% | 0.08% | +6.8% |
| Q4 2021 | $1,130,000 | +75.5% | 17,888 | +68.3% | 0.07% | +45.1% |
| Q2 2021 | $644,000 | +89.4% | 10,631 | +81.9% | 0.05% | +54.5% |
| Q1 2021 | $340,000 | – | 5,844 | – | 0.03% | – |
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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% |