J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $956,951 | -9.7% | 17,405 | -12.0% | 0.39% | -16.0% |
| Q3 2023 | $1,059,722 | +0.4% | 19,786 | +3.7% | 0.46% | +2.0% |
| Q2 2023 | $1,055,306 | +19.1% | 19,073 | +17.6% | 0.45% | +11.0% |
| Q1 2023 | $885,834 | +1.9% | 16,224 | +1.7% | 0.41% | -3.1% |
| Q4 2022 | $869,212 | +20.7% | 15,952 | +13.6% | 0.42% | +11.1% |
| Q3 2022 | $720,000 | -8.0% | 14,047 | -0.6% | 0.38% | -4.3% |
| Q2 2022 | $783,000 | +8.4% | 14,125 | +20.1% | 0.40% | +24.9% |
| Q1 2022 | $722,000 | -1.8% | 11,760 | +1.1% | 0.32% | +1.3% |
| Q4 2021 | $735,000 | +40.5% | 11,631 | +32.6% | 0.31% | +38.5% |
| Q3 2021 | $523,000 | +85.5% | 8,772 | +88.4% | 0.23% | +89.9% |
| Q2 2021 | $282,000 | +4.4% | 4,655 | +0.3% | 0.12% | -4.8% |
| Q1 2021 | $270,000 | – | 4,642 | – | 0.12% | – |
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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% |