J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 92 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,825,580 | +4.2% | 500,851 | +7.6% | 0.26% | +2.3% |
| Q2 2023 | $25,746,543 | -20.8% | 465,327 | -21.8% | 0.26% | -26.7% |
| Q1 2023 | $32,503,938 | +1.1% | 595,310 | +0.9% | 0.35% | +23.1% |
| Q4 2022 | $32,159,671 | -99.9% | 590,194 | -38.5% | 0.29% | +8.7% |
| Q3 2022 | $24,616,592,000 | +201114.6% | 960,070 | +335.2% | 0.26% | +108.7% |
| Q2 2022 | $12,234,000 | +30.9% | 220,628 | +44.9% | 0.13% | +29.9% |
| Q1 2022 | $9,347,000 | +36.5% | 152,226 | +40.5% | 0.10% | +40.6% |
| Q4 2021 | $6,846,000 | +45.8% | 108,345 | +37.6% | 0.07% | +46.8% |
| Q3 2021 | $4,694,000 | +84.8% | 78,739 | +87.8% | 0.05% | +62.1% |
| Q2 2021 | $2,540,000 | +175.8% | 41,929 | +164.5% | 0.03% | +141.7% |
| Q1 2021 | $921,000 | – | 15,850 | – | 0.01% | – |
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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% |