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 | 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% |