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 | $5,083 | +60.8% | 94,908 | +66.1% | 0.58% | +68.4% |
| Q2 2023 | $3,162 | +39.7% | 57,131 | +37.8% | 0.34% | +29.1% |
| Q1 2023 | $2,263 | +2.4% | 41,451 | +2.2% | 0.26% | +13.2% |
| Q4 2022 | $2,211 | -99.9% | 40,565 | -24.4% | 0.23% | -22.3% |
| Q3 2022 | $2,753,000 | -56.7% | 53,672 | -53.2% | 0.30% | -64.6% |
| Q2 2022 | $6,355,000 | +43.2% | 114,635 | +58.6% | 0.85% | +118.2% |
| Q1 2022 | $4,439,000 | -4.7% | 72,276 | -1.9% | 0.39% | +2.6% |
| Q4 2021 | $4,656,000 | +69.2% | 73,677 | +59.7% | 0.38% | +67.4% |
| Q3 2021 | $2,751,000 | +276.3% | 46,134 | +282.1% | 0.23% | +146.7% |
| Q2 2021 | $731,000 | – | 12,074 | – | 0.09% | – |
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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% |