J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,670,341 | -3.8% | 49,857 | -0.6% | 0.60% | +0.7% |
| Q2 2023 | $2,774,966 | +12.0% | 50,153 | +10.5% | 0.60% | +7.3% |
| Q1 2023 | $2,478,403 | +17.6% | 45,392 | +17.3% | 0.56% | +18.9% |
| Q4 2022 | $2,108,000 | -0.8% | 38,686 | -6.7% | 0.47% | -12.9% |
| Q3 2022 | $2,124,000 | -2.9% | 41,470 | +5.1% | 0.54% | 0.0% |
| Q2 2022 | $2,188,000 | +3.1% | 39,456 | +14.2% | 0.54% | +18.4% |
| Q1 2022 | $2,122,000 | +10.2% | 34,551 | +13.4% | 0.46% | +13.1% |
| Q4 2021 | $1,925,000 | +196.2% | 30,465 | +179.2% | 0.40% | +165.8% |
| Q3 2021 | $650,000 | +200.9% | 10,910 | +206.5% | 0.15% | +198.0% |
| Q2 2021 | $216,000 | – | 3,559 | – | 0.05% | – |
Download | ||||||
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% |