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 | $200,857 | -1.5% | 3,750 | +1.7% | 0.02% | +5.6% |
| Q2 2023 | $204,019 | +3.5% | 3,687 | +2.2% | 0.02% | -5.3% |
| Q1 2023 | $197,068 | +3.6% | 3,609 | +3.4% | 0.02% | 0.0% |
| Q4 2022 | $190,247 | +129.2% | 3,491 | +115.2% | 0.02% | +111.1% |
| Q3 2022 | $83,000 | +66.0% | 1,622 | +81.4% | 0.01% | +80.0% |
| Q2 2022 | $50,000 | +316.7% | 894 | +347.0% | 0.01% | +400.0% |
| Q1 2022 | $12,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | – | 200 | – | 0.00% | – |
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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% |