J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,754,067 | +16.4% | 648,881 | +20.3% | 0.10% | +20.3% |
| Q2 2023 | $29,849,041 | +53.4% | 539,473 | +51.3% | 0.08% | +64.6% |
| Q1 2023 | $19,461,678 | +109143.2% | 356,441 | +9.0% | 0.05% | +2.1% |
| Q4 2022 | $17,815 | -99.9% | 326,942 | +21.2% | 0.05% | +14.6% |
| Q3 2022 | $13,815,000 | -31.8% | 269,670 | -26.2% | 0.04% | -26.8% |
| Q2 2022 | $20,252,000 | +118.8% | 365,237 | +142.3% | 0.06% | +143.5% |
| Q1 2022 | $9,255,000 | +87.4% | 150,743 | +92.9% | 0.02% | +91.7% |
| Q4 2021 | $4,939,000 | +140.9% | 78,154 | +127.2% | 0.01% | +140.0% |
| Q3 2021 | $2,050,000 | +152.5% | 34,394 | +156.6% | 0.01% | +150.0% |
| Q2 2021 | $812,000 | – | 13,404 | – | 0.00% | – |
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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% |