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 | 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% |