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 | $3,751 | -78.3% | 70,024 | -77.5% | 0.27% | -37.2% |
| Q2 2023 | $17,256 | +190.1% | 311,837 | +186.2% | 0.43% | +46.3% |
| Q1 2023 | $5,949 | +49.3% | 108,945 | +49.0% | 0.29% | +34.2% |
| Q4 2022 | $3,985 | -99.9% | 73,140 | -7.4% | 0.22% | -9.9% |
| Q3 2022 | $4,047,000 | +73.5% | 79,012 | +87.9% | 0.24% | +92.9% |
| Q2 2022 | $2,332,000 | +84.2% | 42,059 | +104.1% | 0.13% | +90.9% |
| Q1 2022 | $1,266,000 | -2.3% | 20,611 | +0.5% | 0.07% | +3.1% |
| Q4 2021 | $1,296,000 | +13.6% | 20,502 | +7.1% | 0.06% | -4.5% |
| Q3 2021 | $1,141,000 | – | 19,136 | – | 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% |