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 | $12,792,097 | +0.5% | 238,836 | +3.8% | 0.48% | +5.0% |
| Q2 2023 | $12,732,814 | -47.1% | 230,124 | -47.8% | 0.46% | -42.9% |
| Q1 2023 | $24,087,748 | +15.8% | 441,167 | +15.5% | 0.80% | +7.5% |
| Q4 2022 | $20,807,638 | +175.7% | 381,861 | +159.2% | 0.74% | +158.3% |
| Q3 2022 | $7,547,000 | +88.0% | 147,306 | +103.4% | 0.29% | +105.7% |
| Q2 2022 | $4,015,000 | +35.9% | 72,414 | +50.5% | 0.14% | +59.1% |
| Q1 2022 | $2,954,000 | +10.2% | 48,114 | +13.4% | 0.09% | +17.3% |
| Q4 2021 | $2,680,000 | +24.6% | 42,419 | +17.5% | 0.08% | +15.4% |
| Q3 2021 | $2,151,000 | +55.4% | 36,086 | +57.9% | 0.06% | +58.5% |
| Q2 2021 | $1,384,000 | +540.7% | 22,857 | +514.8% | 0.04% | +485.7% |
| Q1 2021 | $216,000 | – | 3,718 | – | 0.01% | – |
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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% |