J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,821,000 | -13.9% | 71,337 | -11.0% | 2.10% | -7.8% |
| Q2 2023 | $4,436,000 | +56.1% | 80,171 | +54.1% | 2.27% | +76.9% |
| Q1 2023 | $2,841,000 | -67.3% | 52,036 | -67.4% | 1.28% | -55.4% |
| Q4 2022 | $8,689,000 | +109.2% | 159,462 | +96.7% | 2.88% | +1.4% |
| Q3 2022 | $4,153,000 | -5.3% | 81,067 | +2.5% | 2.84% | +0.6% |
| Q2 2022 | $4,387,000 | +5.3% | 79,114 | +16.6% | 2.82% | +35.3% |
| Q1 2022 | $4,165,000 | +15.6% | 67,832 | +18.9% | 2.09% | +31.9% |
| Q4 2021 | $3,604,000 | +416.3% | 57,030 | +386.7% | 1.58% | +379.4% |
| Q3 2021 | $698,000 | – | 11,717 | – | 0.33% | – |
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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% |