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 | $24,168,521 | -18.1% | 451,242 | -15.4% | 0.43% | -15.8% |
| Q2 2023 | $29,526,376 | +216559.6% | 533,641 | +113.8% | 0.51% | +80.1% |
| Q1 2023 | $13,628 | +12.6% | 249,602 | +12.4% | 0.28% | -14.6% |
| Q4 2022 | $12,100 | -99.9% | 222,055 | +29.2% | 0.33% | +17.1% |
| Q3 2022 | $8,802,000 | +19.5% | 171,823 | +29.4% | 0.28% | +22.7% |
| Q2 2022 | $7,364,000 | +2.9% | 132,807 | +13.9% | 0.23% | +4.6% |
| Q1 2022 | $7,159,000 | +259.4% | 116,589 | +269.9% | 0.22% | +271.2% |
| Q4 2021 | $1,992,000 | – | 31,522 | – | 0.06% | – |
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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% |