J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,841,085 | -1.1% | 109,057 | +2.2% | 0.77% | +1.0% |
| Q2 2023 | $5,906,344 | +18.1% | 106,748 | +16.6% | 0.76% | +6.6% |
| Q1 2023 | $4,999,831 | +41.6% | 91,572 | +41.3% | 0.72% | +23.6% |
| Q4 2022 | $3,531,715 | +14.9% | 64,814 | +8.0% | 0.58% | -1.9% |
| Q3 2022 | $3,073,000 | +79.2% | 59,986 | +94.0% | 0.59% | +84.7% |
| Q2 2022 | $1,715,000 | +46.7% | 30,927 | +62.4% | 0.32% | +71.1% |
| Q1 2022 | $1,169,000 | +238.8% | 19,038 | +248.4% | 0.19% | +252.8% |
| Q4 2021 | $345,000 | +66.7% | 5,464 | +57.6% | 0.05% | +51.4% |
| Q3 2021 | $207,000 | – | 3,466 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |