J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,333,512 | -24.1% | 176,237 | -20.8% | 1.65% | -21.5% |
| Q2 2023 | $12,304,839 | +12.5% | 222,390 | +11.0% | 2.10% | +6.0% |
| Q1 2023 | $10,936,216 | +48.5% | 200,297 | +39.4% | 1.99% | +17.6% |
| Q3 2022 | $7,363,000 | -11.0% | 143,724 | -3.7% | 1.69% | +0.6% |
| Q2 2022 | $8,277,000 | -4.4% | 149,263 | +5.9% | 1.68% | +2.7% |
| Q1 2022 | $8,657,000 | +12.7% | 141,001 | +16.0% | 1.64% | +71.6% |
| Q4 2021 | $7,683,000 | +37.5% | 121,588 | +29.7% | 0.95% | -15.1% |
| Q3 2021 | $5,589,000 | +58.4% | 93,765 | +60.9% | 1.12% | +58.7% |
| Q2 2021 | $3,529,000 | -9.8% | 58,269 | -13.4% | 0.71% | -17.7% |
| Q1 2021 | $3,913,000 | +37.3% | 67,318 | +31.8% | 0.86% | +25.0% |
| Q4 2020 | $2,849,000 | – | 51,095 | – | 0.69% | – |
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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% |