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 | $8,678,955 | -7.9% | 161,529 | -5.1% | 1.56% | -5.7% |
| Q2 2023 | $9,419,973 | -3.8% | 170,251 | -5.1% | 1.66% | -9.4% |
| Q1 2023 | $9,792,468 | +10.3% | 179,349 | +10.4% | 1.83% | -0.5% |
| Q4 2022 | $8,879,049 | +16.7% | 162,493 | +9.4% | 1.84% | +5.0% |
| Q3 2022 | $7,611,000 | +1.0% | 148,568 | +9.4% | 1.75% | +10.1% |
| Q2 2022 | $7,533,000 | +18.4% | 135,845 | +31.1% | 1.59% | +38.8% |
| Q1 2022 | $6,363,000 | +4.6% | 103,635 | +7.6% | 1.14% | +7.0% |
| Q4 2021 | $6,086,000 | +141.8% | 96,317 | +128.1% | 1.07% | +74.8% |
| Q3 2021 | $2,517,000 | +35.1% | 42,230 | +37.0% | 0.61% | +28.9% |
| Q2 2021 | $1,863,000 | – | 30,825 | – | 0.47% | – |
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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% |