J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,435,576 | +9.4% | 157,498 | +13.0% | 0.65% | -8.1% |
| Q2 2023 | $7,712,571 | +36.5% | 139,392 | +34.7% | 0.71% | +96.7% |
| Q1 2023 | $5,651,566 | +34.8% | 103,509 | +34.6% | 0.36% | -14.3% |
| Q4 2022 | $4,191,568 | -24.6% | 76,924 | -29.1% | 0.42% | +94.9% |
| Q3 2022 | $5,560,000 | -3.7% | 108,539 | +4.2% | 0.22% | -73.0% |
| Q2 2022 | $5,773,000 | +2.2% | 104,120 | +13.2% | 0.80% | +31.1% |
| Q1 2022 | $5,646,000 | +6.7% | 91,955 | +9.8% | 0.61% | +10.6% |
| Q4 2021 | $5,293,000 | +10.2% | 83,760 | +8.1% | 0.55% | -9.9% |
| Q3 2021 | $4,804,000 | +102.4% | 77,501 | +97.8% | 0.61% | +83.4% |
| Q2 2021 | $2,373,000 | +491.8% | 39,172 | +467.7% | 0.33% | +381.2% |
| Q1 2021 | $401,000 | – | 6,900 | – | 0.07% | – |
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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% |