J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 23 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,899,803 | -3.8% | 352,872 | -0.6% | 0.07% | -6.5% |
| Q2 2023 | $19,642,041 | -28.0% | 354,998 | -29.0% | 0.08% | -35.8% |
| Q1 2023 | $27,292,917 | +10.6% | 499,870 | +10.3% | 0.12% | -3.2% |
| Q4 2022 | $24,683,592 | +30.9% | 452,993 | +23.1% | 0.12% | +12.7% |
| Q3 2022 | $18,854,000 | +31.1% | 368,036 | +41.9% | 0.11% | +18.3% |
| Q2 2022 | $14,385,000 | +490.8% | 259,426 | +554.1% | 0.09% | +481.2% |
| Q1 2022 | $2,435,000 | +1070.7% | 39,663 | +1113.7% | 0.02% | +1500.0% |
| Q4 2021 | $208,000 | +550.0% | 3,268 | +443.8% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | +6.7% | 601 | +1.3% | 0.00% | – |
| Q2 2020 | $30,000 | – | 593 | – | 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% |