J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,464 | +486.9% | 7,813 | +406.0% | 0.00% | – |
| Q2 2023 | $71,302 | -94.7% | 1,544 | -93.8% | 0.00% | -100.0% |
| Q4 2022 | $1,350,644 | -60.4% | 24,787 | -62.8% | 0.01% | -65.0% |
| Q3 2022 | $3,414,000 | +117.0% | 66,634 | +134.9% | 0.02% | +66.7% |
| Q2 2022 | $1,573,000 | -69.4% | 28,365 | -66.1% | 0.01% | -72.7% |
| Q1 2022 | $5,142,000 | -47.3% | 83,754 | -45.8% | 0.04% | -41.3% |
| Q4 2021 | $9,756,000 | +47.3% | 154,399 | +39.0% | 0.08% | -9.6% |
| Q3 2021 | $6,623,000 | +4257.2% | 111,099 | +4321.0% | 0.08% | +4050.0% |
| Q2 2021 | $152,000 | – | 2,513 | – | 0.00% | – |
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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% |