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 | $3,537,799 | +5.7% | 66,053 | +9.2% | 2.18% | +8.1% |
| Q2 2023 | $3,347,963 | +25.7% | 60,509 | +24.0% | 2.01% | +18.1% |
| Q1 2023 | $2,663,934 | +4.7% | 48,790 | +4.5% | 1.70% | -2.1% |
| Q4 2022 | $2,545,282 | +99.3% | 46,711 | +87.4% | 1.74% | +74.6% |
| Q3 2022 | $1,277,000 | +297.8% | 24,928 | +330.6% | 1.00% | +331.6% |
| Q2 2022 | $321,000 | -10.6% | 5,789 | -1.1% | 0.23% | +1.3% |
| Q1 2022 | $359,000 | -3.2% | 5,855 | -0.3% | 0.23% | 0.0% |
| Q4 2021 | $371,000 | +7.2% | 5,870 | +4.7% | 0.23% | +0.9% |
| Q3 2021 | $346,000 | – | 5,607 | – | 0.23% | – |
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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% |