J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $968,874 | -11.8% | 18,090 | -8.9% | 1.00% | -7.1% |
| Q2 2023 | $1,098,688 | -21.5% | 19,857 | -22.5% | 1.08% | -26.2% |
| Q1 2023 | $1,399,070 | -3.9% | 25,624 | -4.1% | 1.46% | +31.3% |
| Q4 2022 | $1,455,591 | +4.4% | 26,713 | -1.8% | 1.11% | -11.3% |
| Q3 2022 | $1,394,000 | +19.7% | 27,205 | +29.5% | 1.26% | +25.9% |
| Q2 2022 | $1,165,000 | -3.1% | 21,005 | +7.3% | 1.00% | +9.1% |
| Q1 2022 | $1,202,000 | -6.7% | 19,577 | -3.9% | 0.92% | +22.2% |
| Q4 2021 | $1,288,000 | – | 20,376 | – | 0.75% | – |
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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% |