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 | $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 | 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% |