J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,050,059 | +7.8% | 243,653 | +11.4% | 0.50% | +11.2% |
| Q2 2023 | $12,102,501 | +17.6% | 218,733 | +16.1% | 0.45% | +11.5% |
| Q1 2023 | $10,290,131 | +226106.4% | 188,464 | +125.7% | 0.40% | +56.6% |
| Q4 2022 | $4,549 | -99.8% | 83,486 | +45.0% | 0.26% | +43.0% |
| Q3 2022 | $2,949,000 | -28.8% | 57,572 | -23.0% | 0.18% | +4.7% |
| Q2 2022 | $4,143,000 | -54.5% | 74,723 | -49.3% | 0.17% | -29.9% |
| Q1 2022 | $9,098,000 | +11.2% | 147,288 | +13.8% | 0.24% | +34.8% |
| Q4 2021 | $8,179,000 | +19.9% | 129,428 | +13.7% | 0.18% | 0.0% |
| Q3 2021 | $6,822,000 | -0.1% | 113,862 | +1.0% | 0.18% | -2.2% |
| Q2 2021 | $6,830,000 | +25.7% | 112,783 | +20.6% | 0.18% | +27.6% |
| Q1 2021 | $5,435,000 | – | 93,509 | – | 0.14% | – |
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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% |