J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,316,944 | -0.9% | 24,588 | +2.4% | 0.48% | -1.2% |
| Q2 2023 | $1,328,439 | +2.2% | 24,009 | +0.9% | 0.48% | -3.8% |
| Q1 2023 | $1,299,246 | +3.5% | 23,796 | +3.3% | 0.50% | -1.8% |
| Q4 2022 | $1,254,774 | +4.4% | 23,028 | -1.9% | 0.51% | -13.9% |
| Q3 2022 | $1,202,000 | -0.7% | 23,471 | +7.6% | 0.60% | +3.7% |
| Q2 2022 | $1,210,000 | +11.2% | 21,817 | +23.1% | 0.57% | +13.9% |
| Q1 2022 | $1,088,000 | +20.2% | 17,725 | +23.8% | 0.50% | +13.8% |
| Q4 2021 | $905,000 | +51.3% | 14,323 | +42.8% | 0.44% | +15.7% |
| Q3 2021 | $598,000 | – | 10,033 | – | 0.38% | – |
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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% |