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 | $7,861 | -46.3% | 146,765 | -44.5% | 1.14% | -58.3% |
| Q2 2023 | $14,628 | -19.9% | 264,382 | -21.0% | 2.74% | -27.6% |
| Q1 2023 | $18,271 | -99.8% | 334,637 | +101.6% | 3.78% | +73.4% |
| Q4 2022 | $9,045,612 | +136.9% | 166,005 | +122.7% | 2.18% | +114.8% |
| Q3 2022 | $3,818,000 | +3.3% | 74,527 | +11.8% | 1.02% | +7.6% |
| Q2 2022 | $3,695,000 | +529.5% | 66,640 | +597.2% | 0.94% | +620.6% |
| Q1 2022 | $587,000 | – | 9,558 | – | 0.13% | – |
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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% |