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 | $913,257 | -4.2% | 17,051 | -1.0% | 0.51% | -3.0% |
| Q2 2023 | $953,015 | -1.1% | 17,224 | -2.4% | 0.52% | +33.2% |
| Q1 2023 | $963,593 | +0.1% | 17,648 | -0.1% | 0.39% | -14.5% |
| Q4 2022 | $962,294 | -6.8% | 17,660 | -9.4% | 0.46% | -16.3% |
| Q3 2022 | $1,032,000 | -2.6% | 19,483 | +2.1% | 0.55% | -9.4% |
| Q2 2022 | $1,060,000 | -8.9% | 19,084 | 0.0% | 0.61% | +1.0% |
| Q1 2022 | $1,164,000 | +25.3% | 19,084 | +29.8% | 0.60% | +32.3% |
| Q4 2021 | $929,000 | – | 14,704 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |