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 | $2,886,190 | +8.3% | 53,887 | +11.9% | 1.10% | +13.7% |
| Q2 2023 | $2,665,627 | +15.4% | 48,177 | +13.9% | 0.96% | +8.7% |
| Q1 2023 | $2,309,898 | +117.5% | 42,306 | +117.1% | 0.89% | +103.7% |
| Q4 2022 | $1,061,823 | +20.4% | 19,487 | +13.2% | 0.44% | +9.0% |
| Q3 2022 | $882,000 | -0.1% | 17,213 | +8.1% | 0.40% | +0.3% |
| Q2 2022 | $883,000 | -6.0% | 15,925 | +4.2% | 0.40% | +4.5% |
| Q1 2022 | $939,000 | +0.4% | 15,287 | +3.3% | 0.38% | -8.0% |
| Q4 2021 | $935,000 | – | 14,800 | – | 0.41% | – |
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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% |