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 | $2,631,848 | -0.2% | 49,138 | +3.1% | 1.87% | +2.2% |
| Q2 2023 | $2,637,037 | +11.0% | 47,660 | +9.6% | 1.83% | -23.2% |
| Q1 2023 | $2,374,926 | +33.0% | 43,497 | +32.8% | 2.38% | +28.1% |
| Q4 2022 | $1,785,094 | +25.4% | 32,760 | +18.0% | 1.86% | +17.5% |
| Q3 2022 | $1,423,000 | +89.7% | 27,773 | +105.4% | 1.58% | +90.2% |
| Q2 2022 | $750,000 | -0.8% | 13,523 | +9.9% | 0.83% | -4.0% |
| Q1 2022 | $756,000 | -1.8% | 12,305 | +1.0% | 0.87% | -1.6% |
| Q4 2021 | $770,000 | +19.4% | 12,188 | +12.7% | 0.88% | +59.2% |
| Q3 2021 | $645,000 | – | 10,812 | – | 0.55% | – |
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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% |