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 | $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 | 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% |