J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,475,664 | -0.4% | 214,258 | +2.9% | 4.57% | +3.3% |
| Q2 2023 | $11,519,212 | +4.4% | 208,191 | +3.1% | 4.43% | +1.1% |
| Q1 2023 | $11,029,953 | +4.3% | 202,014 | +4.1% | 4.38% | +4.6% |
| Q4 2022 | $10,572,550 | +12.6% | 194,027 | +5.9% | 4.18% | -10.5% |
| Q3 2022 | $9,389,000 | -4.5% | 183,279 | +3.4% | 4.68% | +0.1% |
| Q2 2022 | $9,829,000 | -1.1% | 177,253 | +9.5% | 4.67% | +18.6% |
| Q1 2022 | $9,941,000 | +12.6% | 161,904 | +15.9% | 3.94% | +23.1% |
| Q4 2021 | $8,828,000 | +433.1% | 139,705 | +402.9% | 3.20% | +382.4% |
| Q3 2021 | $1,656,000 | – | 27,780 | – | 0.66% | – |
Download | ||||||
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% |