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 | $11,973,920 | +6.2% | 223,561 | +9.7% | 2.24% | +6.8% |
| Q2 2023 | $11,277,387 | +9.0% | 203,820 | +7.6% | 2.10% | +7.2% |
| Q1 2023 | $10,343,941 | -19.6% | 189,449 | -19.7% | 1.96% | -25.0% |
| Q4 2022 | $12,859,448 | +23.6% | 235,996 | +16.2% | 2.61% | +4.4% |
| Q3 2022 | $10,401,000 | +2.4% | 203,011 | +10.9% | 2.50% | +5.3% |
| Q2 2022 | $10,153,000 | -11.7% | 183,103 | -2.3% | 2.37% | +3.5% |
| Q1 2022 | $11,503,000 | +15.6% | 187,346 | +19.0% | 2.29% | +7.6% |
| Q4 2021 | $9,949,000 | +39.7% | 157,440 | +33.9% | 2.13% | +25.5% |
| Q2 2021 | $7,121,000 | – | 117,568 | – | 1.70% | – |
Download | ||||||
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% |