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 | $5,611,588 | -3.0% | 104,772 | -0.3% | 2.43% | +3.5% |
| Q2 2023 | $5,787,444 | +99821.3% | 105,131 | -0.9% | 2.35% | -29.0% |
| Q1 2023 | $5,792 | -99.9% | 106,083 | +1.1% | 3.31% | +10.7% |
| Q4 2022 | $5,788,667 | +5.1% | 104,905 | +1.7% | 2.99% | +0.3% |
| Q3 2022 | $5,509,000 | -3.2% | 103,113 | +0.1% | 2.98% | -6.3% |
| Q2 2022 | $5,690,000 | -6.6% | 103,030 | +4.4% | 3.18% | +4.1% |
| Q1 2022 | $6,089,000 | -32.3% | 98,696 | -31.3% | 3.05% | -57.2% |
| Q4 2021 | $8,994,000 | +3.0% | 143,754 | +2.1% | 7.14% | +2.9% |
| Q3 2021 | $8,734,000 | +630.3% | 140,772 | +620.6% | 6.93% | +582.4% |
| Q2 2021 | $1,196,000 | – | 19,535 | – | 1.02% | – |
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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% |