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 | $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% | – |
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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% |