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 | 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% |