J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,701,271 | +7.6% | 690,523 | +10.5% | 0.81% | +17.5% |
| Q2 2023 | $34,108,592 | +11.6% | 625,043 | +12.3% | 0.69% | +15.3% |
| Q1 2023 | $30,550,219 | +8.3% | 556,470 | +8.9% | 0.60% | +4.2% |
| Q4 2022 | $28,204,660 | +64.8% | 511,139 | +51.9% | 0.57% | +44.2% |
| Q3 2022 | $17,116,000 | -0.7% | 336,393 | +8.4% | 0.40% | +3.7% |
| Q2 2022 | $17,238,000 | +76.7% | 310,432 | +95.2% | 0.38% | +100.0% |
| Q1 2022 | $9,753,000 | +1317.6% | 158,999 | +1346.9% | 0.19% | +1491.7% |
| Q4 2021 | $688,000 | -66.1% | 10,989 | -67.4% | 0.01% | -67.6% |
| Q3 2021 | $2,032,000 | – | 33,722 | – | 0.04% | – |
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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% |