J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $973,752 | +9.3% | 18,181 | +12.9% | 0.42% | +8.6% |
| Q2 2023 | $891,200 | +10.2% | 16,107 | +8.7% | 0.38% | -0.3% |
| Q1 2023 | $809,053 | +20.0% | 14,818 | +19.8% | 0.38% | +12.2% |
| Q4 2022 | $673,985 | -4.7% | 12,369 | -10.4% | 0.34% | -12.7% |
| Q3 2022 | $707,000 | -23.8% | 13,810 | -17.5% | 0.39% | -18.1% |
| Q2 2022 | $928,000 | +31.6% | 16,738 | +45.7% | 0.48% | +45.5% |
| Q1 2022 | $705,000 | +4.1% | 11,486 | +7.2% | 0.33% | +5.4% |
| Q4 2021 | $677,000 | +22.0% | 10,717 | +15.1% | 0.31% | +11.0% |
| Q3 2021 | $555,000 | +77.9% | 9,309 | +80.9% | 0.28% | +61.1% |
| Q2 2021 | $312,000 | +32.8% | 5,146 | +27.4% | 0.18% | +19.9% |
| Q1 2021 | $235,000 | +5.4% | 4,038 | +0.9% | 0.15% | -7.6% |
| Q4 2020 | $223,000 | – | 4,003 | – | 0.16% | – |
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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% |