J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,285,302 | +44.5% | 23,997 | +49.2% | 0.03% | +43.5% |
| Q2 2023 | $889,747 | +99.2% | 16,081 | +96.6% | 0.02% | +91.7% |
| Q1 2023 | $446,704 | -5.6% | 8,181 | -5.8% | 0.01% | -14.3% |
| Q4 2022 | $473,055 | +211.2% | 8,682 | +192.6% | 0.01% | +180.0% |
| Q3 2022 | $152,000 | -5.0% | 2,967 | +2.7% | 0.01% | 0.0% |
| Q2 2022 | $160,000 | +48.1% | 2,889 | +64.9% | 0.01% | +66.7% |
| Q1 2022 | $108,000 | +1250.0% | 1,752 | +1258.1% | 0.00% | – |
| Q4 2021 | $8,000 | +14.3% | 129 | +16.2% | 0.00% | – |
| Q3 2021 | $7,000 | +75.0% | 111 | +70.8% | 0.00% | – |
| Q2 2021 | $4,000 | – | 65 | – | 0.00% | – |
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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% |