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 | $2,369,490 | +50.1% | 44,240 | +55.0% | 0.23% | +48.7% |
| Q2 2023 | $1,578,947 | +705.0% | 28,537 | +694.2% | 0.16% | +578.3% |
| Q1 2023 | $196,152 | +229.6% | 3,593 | +229.0% | 0.02% | +228.6% |
| Q4 2022 | $59,521 | +183.4% | 1,092 | +172.3% | 0.01% | +133.3% |
| Q3 2022 | $21,000 | +250.0% | 401 | +297.0% | 0.00% | +200.0% |
| Q2 2022 | $6,000 | -90.5% | 101 | -89.9% | 0.00% | -85.7% |
| Q4 2021 | $63,000 | +5.0% | 1,000 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $60,000 | -1.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +5.2% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $58,000 | – | 1,000 | – | 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% |