J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,068,017 | -4.0% | 75,953 | -0.9% | 1.52% | -5.9% |
Q2 2023 | $4,239,477 | +11.3% | 76,622 | +9.8% | 1.61% | +14.2% |
Q1 2023 | $3,808,575 | +10.4% | 69,754 | +10.1% | 1.41% | +5.7% |
Q4 2022 | $3,450,973 | -0.9% | 63,332 | -6.8% | 1.34% | -7.9% |
Q3 2022 | $3,482,000 | +0.3% | 67,963 | +8.5% | 1.45% | +10.3% |
Q2 2022 | $3,473,000 | -15.1% | 62,630 | -6.0% | 1.32% | -2.7% |
Q1 2022 | $4,090,000 | -8.5% | 66,612 | -5.8% | 1.35% | -8.0% |
Q4 2021 | $4,469,000 | +56.0% | 70,726 | +47.2% | 1.47% | +48.5% |
Q3 2021 | $2,864,000 | +26.6% | 48,053 | +28.7% | 0.99% | +26.3% |
Q2 2021 | $2,262,000 | +38.1% | 37,347 | +32.5% | 0.78% | +26.7% |
Q1 2021 | $1,638,000 | +33.5% | 28,189 | +28.1% | 0.62% | +27.1% |
Q4 2020 | $1,227,000 | +75.0% | 22,011 | +67.4% | 0.49% | +59.7% |
Q3 2020 | $701,000 | – | 13,145 | – | 0.30% | – |
Download |
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% |