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 | $8,093,516 | -47.9% | 151,111 | -46.2% | 2.11% | -46.9% |
Q2 2023 | $15,539,699 | -7.7% | 280,855 | -8.9% | 3.98% | -14.6% |
Q1 2023 | $16,827,680 | -30.4% | 308,199 | -30.5% | 4.66% | -36.4% |
Q4 2022 | $24,167,292 | +9.8% | 443,518 | +3.2% | 7.32% | +0.3% |
Q3 2022 | $22,010,000 | +22.3% | 429,629 | +32.4% | 7.30% | +25.0% |
Q2 2022 | $17,992,000 | +38.0% | 324,476 | +52.8% | 5.84% | +46.4% |
Q1 2022 | $13,040,000 | +67.1% | 212,380 | +72.0% | 3.99% | +68.3% |
Q4 2021 | $7,803,000 | +65.1% | 123,489 | +55.8% | 2.37% | +41.6% |
Q3 2021 | $4,725,000 | – | 79,264 | – | 1.68% | – |
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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% |