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 | $1,623,404 | -6.3% | 30,310 | -3.2% | 1.16% | +0.1% |
| Q2 2023 | $1,732,383 | +1.3% | 31,310 | 0.0% | 1.16% | -3.1% |
| Q1 2023 | $1,709,526 | +0.2% | 31,310 | 0.0% | 1.19% | -1.6% |
| Q4 2022 | $1,706,082 | +4.3% | 31,310 | -1.9% | 1.21% | -7.0% |
| Q3 2022 | $1,635,000 | -7.6% | 31,910 | 0.0% | 1.30% | -0.2% |
| Q2 2022 | $1,769,000 | -9.7% | 31,910 | 0.0% | 1.31% | +14.2% |
| Q1 2022 | $1,959,000 | -2.8% | 31,910 | 0.0% | 1.14% | +9.0% |
| Q4 2021 | $2,016,000 | – | 31,910 | – | 1.05% | – |
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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% |