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 | $4,479,626 | +10.2% | 83,637 | +13.9% | 0.15% | +13.7% |
| Q2 2023 | $4,063,892 | +55.6% | 73,448 | +53.6% | 0.13% | +48.9% |
| Q1 2023 | $2,611,472 | +158.5% | 47,829 | +158.0% | 0.09% | +100.0% |
| Q4 2022 | $1,010,203 | +89.2% | 18,539 | +78.0% | 0.04% | +76.0% |
| Q3 2022 | $534,000 | +20.3% | 10,414 | +30.1% | 0.02% | +25.0% |
| Q2 2022 | $444,000 | +372.3% | 8,003 | +424.8% | 0.02% | +400.0% |
| Q1 2022 | $94,000 | -2.1% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $96,000 | +5.5% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $91,000 | – | 1,525 | – | 0.00% | – |
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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% |