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 | $24,608,498 | +9.1% | 459,378 | +12.7% | 0.95% | +10.3% |
| Q2 2023 | $22,553,292 | +8.1% | 407,545 | +6.7% | 0.86% | +0.7% |
| Q1 2023 | $20,860,699 | +17.4% | 382,008 | +17.1% | 0.86% | -3.7% |
| Q4 2022 | $17,773,702 | +165.4% | 326,182 | +149.6% | 0.89% | +155.0% |
| Q3 2022 | $6,697,000 | -66.7% | 130,685 | -64.0% | 0.35% | -66.0% |
| Q2 2022 | $20,108,000 | -6.3% | 362,598 | +3.8% | 1.02% | +14.1% |
| Q1 2022 | $21,449,000 | +3199.8% | 349,309 | +3296.3% | 0.90% | +3107.1% |
| Q4 2021 | $650,000 | – | 10,285 | – | 0.03% | – |
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% |