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 | $1,829,181 | -4.5% | 34,152 | -1.3% | 2.15% | +0.3% |
| Q2 2023 | $1,914,584 | -10.7% | 34,603 | -11.9% | 2.14% | -14.6% |
| Q1 2023 | $2,143,760 | -3.3% | 39,263 | -2.4% | 2.51% | -9.1% |
| Q4 2022 | $2,216,173 | +5.2% | 40,248 | -2.1% | 2.76% | -7.9% |
| Q3 2022 | $2,107,000 | -11.0% | 41,126 | -3.6% | 3.00% | -2.0% |
| Q2 2022 | $2,367,000 | -14.5% | 42,683 | -5.4% | 3.06% | -6.7% |
| Q1 2022 | $2,770,000 | -7.9% | 45,120 | -4.6% | 3.28% | +29.8% |
| Q4 2021 | $3,009,000 | – | 47,281 | – | 2.52% | – |
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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% |