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 | $25,086,340 | +7.9% | 468,378 | +11.5% | 0.39% | +10.6% |
| Q2 2023 | $23,248,991 | +15.4% | 420,188 | +13.9% | 0.35% | +8.4% |
| Q1 2023 | $20,139,924 | +46.4% | 368,863 | +46.1% | 0.32% | +37.6% |
| Q4 2022 | $13,758,836 | +23.6% | 252,502 | +16.2% | 0.23% | +12.5% |
| Q3 2022 | $11,133,000 | +8.9% | 217,317 | +17.9% | 0.21% | +11.2% |
| Q2 2022 | $10,219,000 | +6.5% | 184,300 | +18.0% | 0.19% | +26.4% |
| Q1 2022 | $9,594,000 | +80.5% | 156,251 | +85.7% | 0.15% | +82.7% |
| Q4 2021 | $5,316,000 | +415.6% | 84,122 | +386.4% | 0.08% | +350.0% |
| Q3 2021 | $1,031,000 | +335.0% | 17,296 | +341.8% | 0.02% | +350.0% |
| Q2 2021 | $237,000 | -99.9% | 3,915 | +8.8% | 0.00% | +100.0% |
| Q1 2021 | $209,232,000 | +209132.0% | 3,600 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $100,000 | – | 1,800 | – | 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% |