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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 1,561,090 | $86,375,110 | 89.20% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 871,837 | $48,238,741 | 45.71% |
| Requisite Capital Management, LLC | 2,064,418 | $114,224,242 | 29.03% |
| Ergawealth Advisors, Inc. | 614,273 | $33,987,747 | 23.30% |
| Eaton Financial Holdings Company, LLC | 527,345 | $29,177,975 | 21.98% |
| Moss Adams Wealth Advisors LLC | 914,082 | $50,576,134 | 16.51% |
| American Planning Services, Inc. | 426,196 | $23,581,446 | 15.45% |
| Cornerstone Advisory, LLC | 1,542,509 | $85,347,034 | 14.99% |
| HILLTOP WEALTH ADVISORS, LLC | 355,588 | $19,674,682 | 14.51% |
| Lebenthal Global Advisors, LLC | 895,278 | $49,535,733 | 14.37% |