J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,760 | +27.5% | 32,859 | +31.7% | 0.54% | +37.1% |
| Q2 2023 | $1,380 | +23.3% | 24,943 | +21.7% | 0.39% | +20.9% |
| Q1 2023 | $1,119 | -0.3% | 20,498 | -0.5% | 0.33% | -4.1% |
| Q4 2022 | $1,122 | -99.9% | 20,598 | 0.0% | 0.34% | -1.2% |
| Q3 2022 | $1,055,000 | +2.3% | 20,598 | +10.8% | 0.34% | +11.7% |
| Q2 2022 | $1,031,000 | +13.9% | 18,598 | +26.2% | 0.31% | +29.4% |
| Q1 2022 | $905,000 | +29.7% | 14,738 | +33.4% | 0.24% | +31.5% |
| Q4 2021 | $698,000 | +7.4% | 11,050 | +1.4% | 0.18% | -1.6% |
| Q3 2021 | $650,000 | +257.1% | 10,900 | +263.3% | 0.18% | +247.2% |
| Q2 2021 | $182,000 | – | 3,000 | – | 0.05% | – |
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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% |