J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |