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 | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |