J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,850,766 | -0.6% | 34,555 | +2.7% | 0.45% | -5.6% |
| Q2 2023 | $1,862,132 | -7.8% | 33,655 | -9.0% | 0.48% | -16.1% |
| Q1 2023 | $2,019,054 | -1.3% | 36,979 | -1.5% | 0.57% | -4.5% |
| Q4 2022 | $2,045,555 | +11.1% | 37,540 | +4.5% | 0.60% | +10.9% |
| Q3 2022 | $1,841,000 | +3.9% | 35,931 | +12.4% | 0.54% | +10.6% |
| Q2 2022 | $1,772,000 | -1.9% | 31,965 | +8.7% | 0.49% | +38.5% |
| Q1 2022 | $1,806,000 | -2.7% | 29,412 | +0.1% | 0.35% | +2.9% |
| Q4 2021 | $1,857,000 | +7.3% | 29,395 | +1.2% | 0.34% | -0.3% |
| Q3 2021 | $1,731,000 | +6.5% | 29,038 | +8.2% | 0.34% | +4.6% |
| Q2 2021 | $1,625,000 | +24.3% | 26,830 | +19.3% | 0.33% | +17.5% |
| Q1 2021 | $1,307,000 | – | 22,496 | – | 0.28% | – |
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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% |