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 | $1,531,846 | -96.7% | 28,601 | -96.5% | 0.26% | -97.7% |
| Q2 2023 | $45,863,856 | -8.2% | 828,915 | -9.4% | 11.65% | -7.7% |
| Q1 2023 | $49,950,811 | +8.5% | 914,850 | +8.3% | 12.61% | +6.6% |
| Q4 2022 | $46,030,650 | -14.0% | 844,754 | -19.2% | 11.83% | -20.3% |
| Q3 2022 | $53,532,000 | +20.5% | 1,044,928 | +30.5% | 14.84% | +15.3% |
| Q2 2022 | $44,407,000 | – | 800,839 | – | 12.86% | – |
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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% |