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 | 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% |