J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 327 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,270,225 | +1.0% | 191,752 | +4.3% | 4.48% | +1.3% |
| Q2 2023 | $10,169,841 | +8.2% | 183,803 | +6.8% | 4.42% | -0.9% |
| Q1 2023 | $9,399,289 | +20.4% | 172,148 | +20.2% | 4.46% | +18.5% |
| Q4 2022 | $7,803,651 | +25.3% | 143,213 | +17.8% | 3.76% | +19.2% |
| Q3 2022 | $6,228,000 | +44.9% | 121,569 | +56.9% | 3.16% | +55.8% |
| Q2 2022 | $4,297,000 | +34.8% | 77,502 | +49.3% | 2.03% | +54.8% |
| Q1 2022 | $3,188,000 | +130.7% | 51,922 | +137.4% | 1.31% | +123.2% |
| Q4 2021 | $1,382,000 | – | 21,868 | – | 0.59% | – |
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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% |