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 | $11,037,365 | -7.3% | 206,075 | -4.3% | 0.52% | -15.7% |
| Q2 2023 | $11,908,285 | +6.8% | 215,223 | +5.4% | 0.62% | -5.4% |
| Q1 2023 | $11,152,225 | +7.9% | 204,253 | +7.7% | 0.65% | -7.4% |
| Q4 2022 | $10,332,842 | +17.7% | 189,628 | +10.7% | 0.70% | +5.4% |
| Q3 2022 | $8,777,000 | +8.1% | 171,331 | +17.0% | 0.67% | +7.2% |
| Q2 2022 | $8,123,000 | +35.1% | 146,486 | +49.6% | 0.62% | +48.9% |
| Q1 2022 | $6,013,000 | +34.8% | 97,931 | +38.7% | 0.42% | +31.3% |
| Q4 2021 | $4,462,000 | +43.0% | 70,606 | +34.9% | 0.32% | +35.7% |
| Q3 2021 | $3,121,000 | +39.8% | 52,357 | +42.1% | 0.24% | +32.8% |
| Q2 2021 | $2,232,000 | – | 36,851 | – | 0.18% | – |
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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% |