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 | $8,560,233 | -3.5% | 159,825 | -0.3% | 0.18% | -5.6% |
| Q2 2023 | $8,872,779 | -3.1% | 160,361 | -4.3% | 0.20% | -8.8% |
| Q1 2023 | $9,152,823 | +144.2% | 167,634 | +143.7% | 0.22% | +97.2% |
| Q4 2022 | $3,747,518 | +27.2% | 68,774 | +19.6% | 0.11% | 0.0% |
| Q3 2022 | $2,947,000 | -1.6% | 57,519 | +6.5% | 0.11% | -15.5% |
| Q2 2022 | $2,995,000 | -17.5% | 54,009 | -8.7% | 0.13% | -5.8% |
| Q1 2022 | $3,630,000 | +613.2% | 59,131 | +634.1% | 0.14% | +661.1% |
| Q4 2021 | $509,000 | +143.5% | 8,055 | +130.2% | 0.02% | +125.0% |
| Q3 2021 | $209,000 | – | 3,499 | – | 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% |