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 | 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% |