J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 41 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,669,298 | +29.9% | 85,226 | +126.0% | 1.37% | +22.1% |
| Q4 2022 | $2,054,600 | -42.8% | 37,706 | -46.2% | 1.12% | -10.8% |
| Q3 2022 | $3,594,000 | +178.2% | 70,078 | +200.8% | 1.26% | +54.0% |
| Q2 2022 | $1,292,000 | -43.1% | 23,299 | -37.0% | 0.82% | -33.3% |
| Q1 2022 | $2,269,000 | -15.9% | 36,961 | -13.4% | 1.22% | -7.7% |
| Q4 2021 | $2,698,000 | +22.4% | 42,692 | +15.6% | 1.33% | +10.7% |
| Q3 2021 | $2,204,000 | -14.7% | 36,943 | -13.4% | 1.20% | +53.8% |
| Q2 2021 | $2,584,000 | +195.0% | 42,682 | +183.3% | 0.78% | +172.4% |
| Q1 2021 | $876,000 | +93.4% | 15,068 | +85.7% | 0.29% | -3.7% |
| Q4 2020 | $453,000 | – | 8,115 | – | 0.30% | – |
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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% |