J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,883,296 | -3.8% | 184,528 | -0.6% | 2.67% | -4.5% |
| Q2 2023 | $10,276,692 | +3.3% | 185,735 | +1.9% | 2.79% | +0.1% |
| Q1 2023 | $9,947,241 | +2.0% | 182,184 | +1.8% | 2.79% | -3.8% |
| Q4 2022 | $9,750,350 | +7.0% | 178,938 | +0.6% | 2.90% | -3.9% |
| Q3 2022 | $9,116,000 | -30.7% | 177,943 | -25.0% | 3.02% | -29.9% |
| Q2 2022 | $13,152,000 | -1.1% | 237,184 | +9.5% | 4.30% | +4.0% |
| Q1 2022 | $13,296,000 | +2.9% | 216,554 | +2.3% | 4.14% | -4.0% |
| Q4 2021 | $12,917,000 | +11.0% | 211,782 | +8.5% | 4.31% | +0.5% |
| Q3 2021 | $11,637,000 | +28.2% | 195,215 | +30.3% | 4.29% | +18.1% |
| Q2 2021 | $9,075,000 | +64.2% | 149,832 | +57.5% | 3.63% | +40.6% |
| Q1 2021 | $5,528,000 | +9.2% | 95,118 | +4.7% | 2.58% | +2.8% |
| Q4 2020 | $5,064,000 | +108.9% | 90,832 | +99.8% | 2.51% | +76.7% |
| Q3 2020 | $2,424,000 | – | 45,460 | – | 1.42% | – |
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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% |