J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 92 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,714,775 | +36.9% | 5,521,187 | +41.5% | 0.14% | +40.6% |
| Q2 2023 | $215,947,023 | +35.4% | 3,902,892 | +33.6% | 0.10% | +24.7% |
| Q1 2023 | $159,493,111 | +5.1% | 2,921,119 | +4.9% | 0.08% | -2.5% |
| Q4 2022 | $151,743,041 | +51.8% | 2,784,787 | +42.7% | 0.08% | +38.6% |
| Q3 2022 | $99,970,000 | -35.0% | 1,951,398 | -29.7% | 0.06% | -33.7% |
| Q2 2022 | $153,836,000 | +63.6% | 2,774,323 | +81.1% | 0.09% | +83.0% |
| Q1 2022 | $94,050,000 | -21.4% | 1,531,764 | -19.1% | 0.05% | -20.3% |
| Q4 2021 | $119,713,000 | +205.4% | 1,894,487 | +188.1% | 0.06% | +168.2% |
| Q3 2021 | $39,197,000 | +311.5% | 657,552 | +318.1% | 0.02% | +340.0% |
| Q2 2021 | $9,526,000 | +1294.7% | 157,266 | +1238.0% | 0.01% | – |
| Q1 2021 | $683,000 | – | 11,754 | – | 0.00% | – |
Download | ||||||
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% |