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 | $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% | – |
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% |