J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 92 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,275,840 | +8.8% | 135,845 | +12.4% | 4.30% | +11.3% |
| Q2 2023 | $6,685,858 | +7.7% | 120,836 | +6.2% | 3.86% | +8.8% |
| Q1 2023 | $6,210,288 | -12.5% | 113,742 | -12.7% | 3.55% | -25.4% |
| Q4 2022 | $7,095,686 | +10.0% | 130,220 | +3.4% | 4.76% | +2.5% |
| Q3 2022 | $6,452,000 | -7.6% | 125,945 | +0.0% | 4.65% | -0.7% |
| Q2 2022 | $6,980,000 | +25.8% | 125,887 | +39.3% | 4.68% | +26.1% |
| Q1 2022 | $5,547,000 | +3.7% | 90,342 | +0.6% | 3.71% | -3.8% |
| Q4 2021 | $5,351,000 | 0.0% | 89,760 | 0.0% | 3.86% | 0.0% |
| Q3 2021 | $5,351,000 | +1.1% | 89,760 | +2.7% | 3.86% | +4.7% |
| Q2 2021 | $5,293,000 | +7.3% | 87,411 | +3.0% | 3.69% | +2.8% |
| Q1 2021 | $4,932,000 | +9.0% | 84,875 | +4.5% | 3.59% | -7.7% |
| Q4 2020 | $4,526,000 | – | 81,195 | – | 3.89% | – |
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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% |