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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,285,359 | -14.1% | 42,669 | -11.3% | 0.77% | -11.7% |
| Q2 2023 | $2,661,099 | +56.1% | 48,095 | +54.0% | 0.87% | +52.9% |
| Q1 2023 | $1,704,796 | -13.1% | 31,223 | -13.3% | 0.57% | -22.5% |
| Q4 2022 | $1,962,717 | -5.7% | 36,020 | -11.4% | 0.74% | -10.6% |
| Q3 2022 | $2,082,000 | -65.4% | 40,647 | -62.5% | 0.82% | -65.1% |
| Q2 2022 | $6,017,000 | +35.6% | 108,520 | +50.1% | 2.36% | +80.6% |
| Q1 2022 | $4,438,000 | -4.7% | 72,276 | -1.9% | 1.31% | +4.0% |
| Q4 2021 | $4,656,000 | +69.3% | 73,677 | +59.7% | 1.26% | +75.9% |
| Q3 2021 | $2,750,000 | +276.2% | 46,135 | +282.1% | 0.71% | +279.8% |
| Q2 2021 | $731,000 | – | 12,074 | – | 0.19% | – |
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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% |