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 | $33,421,768 | -1.6% | 624,006 | +1.6% | 11.35% | +1.6% |
| Q2 2023 | $33,965,962 | +3.6% | 613,880 | +2.3% | 11.17% | -1.1% |
| Q1 2023 | $32,775,009 | +43.5% | 600,275 | +34.6% | 11.30% | +26.4% |
| Q3 2022 | $22,846,000 | +4432.9% | 445,944 | +4802.6% | 8.94% | +4197.6% |
| Q2 2022 | $504,000 | +73.2% | 9,096 | +92.0% | 0.21% | +100.0% |
| Q1 2022 | $291,000 | -2.7% | 4,737 | 0.0% | 0.10% | -13.3% |
| Q4 2021 | $299,000 | – | 4,737 | – | 0.12% | – |
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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% |