J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 92 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,970,369 | -45.2% | 186,149 | -46.2% | 0.45% | +12.0% |
| Q2 2023 | $18,201,475 | +179.4% | 345,834 | +165.1% | 0.40% | +41.3% |
| Q1 2023 | $6,514,304 | +86803.7% | 130,460 | -13.3% | 0.28% | +41.5% |
| Q4 2022 | $7,496 | -99.9% | 150,455 | +17.1% | 0.20% | +19.8% |
| Q3 2022 | $6,402,000 | +28.9% | 128,433 | +28.8% | 0.17% | +7.1% |
| Q2 2022 | $4,968,000 | -26.9% | 99,746 | -26.9% | 0.16% | +83.5% |
| Q1 2022 | $6,799,000 | +369.9% | 136,430 | +495.2% | 0.08% | +203.6% |
| Q4 2021 | $1,447,000 | +260.8% | 22,923 | +242.1% | 0.03% | +250.0% |
| Q3 2021 | $401,000 | +1236.7% | 6,701 | +1240.2% | 0.01% | +700.0% |
| Q2 2021 | $30,000 | +3.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | -72.6% | 500 | -73.7% | 0.00% | -75.0% |
| Q4 2020 | $106,000 | +5.0% | 1,900 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $101,000 | – | 1,900 | – | 0.01% | – |
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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% |