J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,753,906 | -0.4% | 1,190,327 | +2.9% | 6.82% | -15.8% |
| Q2 2023 | $63,993,075 | +9.1% | 1,156,571 | +7.7% | 8.10% | +27.3% |
| Q1 2023 | $58,651,025 | +70.6% | 1,074,195 | +70.3% | 6.36% | +63.3% |
| Q4 2022 | $34,369,241 | +19428.0% | 630,744 | +18267.6% | 3.89% | +19370.0% |
| Q3 2022 | $176,000 | +45.5% | 3,434 | +56.8% | 0.02% | +53.8% |
| Q2 2022 | $121,000 | -8.3% | 2,190 | +2.1% | 0.01% | +8.3% |
| Q1 2022 | $132,000 | -0.8% | 2,144 | +1.8% | 0.01% | 0.0% |
| Q4 2021 | $133,000 | -90.4% | 2,107 | -91.0% | 0.01% | -90.8% |
| Q3 2021 | $1,388,000 | -1.6% | 23,282 | +0.0% | 0.13% | -1.5% |
| Q2 2021 | $1,410,000 | – | 23,280 | – | 0.13% | – |
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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% |