J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,185 | +7.0% | 67,741 | +10.6% | 0.30% | +7.4% |
| Q2 2023 | $3,390,038 | +24.7% | 61,269 | +23.0% | 0.28% | +18.3% |
| Q1 2023 | $2,718,907 | +118.0% | 49,797 | +117.6% | 0.24% | +98.3% |
| Q4 2022 | $1,246,939 | +5.1% | 22,884 | -1.1% | 0.12% | -3.2% |
| Q3 2022 | $1,186,000 | +17.3% | 23,148 | +26.9% | 0.12% | +19.0% |
| Q2 2022 | $1,011,000 | +55.5% | 18,236 | +72.0% | 0.10% | +75.0% |
| Q1 2022 | $650,000 | +17.5% | 10,600 | +21.1% | 0.06% | +22.4% |
| Q4 2021 | $553,000 | +14.5% | 8,752 | +8.0% | 0.05% | +4.3% |
| Q3 2021 | $483,000 | – | 8,100 | – | 0.05% | – |
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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% |