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 | $22,835,842 | -1.7% | 426,360 | +1.5% | 8.39% | -5.5% |
| Q2 2023 | $23,235,851 | +29.5% | 419,950 | +27.8% | 8.87% | +8.9% |
| Q1 2023 | $17,938,452 | +97.6% | 328,543 | +97.2% | 8.15% | +45.1% |
| Q4 2022 | $9,076,051 | +73.5% | 166,564 | +63.2% | 5.62% | +44.8% |
| Q3 2022 | $5,230,000 | +113.5% | 102,089 | +131.1% | 3.88% | +98.7% |
| Q2 2022 | $2,450,000 | +117.2% | 44,178 | +140.4% | 1.95% | +147.7% |
| Q1 2022 | $1,128,000 | +1719.4% | 18,375 | +1771.2% | 0.79% | +1576.6% |
| Q4 2021 | $62,000 | +3.3% | 982 | +1.2% | 0.05% | -2.1% |
| Q3 2021 | $60,000 | – | 970 | – | 0.05% | – |
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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% |