J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,815,209 | -30.5% | 251,277 | -32.3% | 3.42% | -35.5% |
| Q3 2023 | $19,889,613 | -32.2% | 371,352 | -29.9% | 5.30% | -36.9% |
| Q2 2023 | $29,328,883 | +2.2% | 530,072 | +0.8% | 8.39% | -10.3% |
| Q1 2023 | $28,699,616 | +15.0% | 525,634 | +14.8% | 9.35% | +19.3% |
| Q4 2022 | $24,950,807 | +38.2% | 457,897 | +29.9% | 7.84% | +3.8% |
| Q3 2022 | $18,055,000 | -2.3% | 352,447 | +5.8% | 7.56% | -6.8% |
| Q2 2022 | $18,476,000 | +75.3% | 333,206 | +94.1% | 8.10% | +109.3% |
| Q1 2022 | $10,539,000 | -17.4% | 171,659 | -14.9% | 3.87% | -14.1% |
| Q4 2021 | $12,753,000 | +30.4% | 201,824 | +23.0% | 4.51% | +16.3% |
| Q3 2021 | $9,781,000 | – | 164,096 | – | 3.88% | – |
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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% |