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 | $8,979 | -2.7% | 167,656 | +0.5% | 0.50% | -2.5% |
| Q2 2023 | $9,227 | +3.1% | 166,807 | +1.8% | 0.51% | +0.2% |
| Q1 2023 | $8,950 | +6.4% | 163,930 | +6.2% | 0.51% | -0.2% |
| Q4 2022 | $8,411 | -99.9% | 154,359 | +29.0% | 0.51% | +21.6% |
| Q3 2022 | $6,128,000 | +6.7% | 119,633 | +15.5% | 0.42% | +5.8% |
| Q2 2022 | $5,745,000 | -0.0% | 103,613 | +10.7% | 0.40% | +9.6% |
| Q1 2022 | $5,746,000 | +8.5% | 93,585 | +11.7% | 0.36% | +13.4% |
| Q4 2021 | $5,296,000 | +18.6% | 83,811 | +11.9% | 0.32% | +9.6% |
| Q3 2021 | $4,465,000 | +26.6% | 74,906 | +28.6% | 0.29% | +23.6% |
| Q2 2021 | $3,528,000 | +2.1% | 58,250 | -2.1% | 0.24% | -0.8% |
| Q1 2021 | $3,457,000 | – | 59,481 | – | 0.24% | – |
Download | ||||||
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% |