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 | $2,204,522 | +42.8% | 41,160 | +47.5% | 0.67% | +42.2% |
| Q2 2023 | $1,543,456 | +12.3% | 27,896 | +10.8% | 0.47% | -0.6% |
| Q1 2023 | $1,374,742 | +6.7% | 25,179 | +6.5% | 0.48% | -12.8% |
| Q4 2022 | $1,288,160 | +27.7% | 23,640 | +19.9% | 0.54% | +12.4% |
| Q3 2022 | $1,009,000 | +7.7% | 19,710 | +16.6% | 0.48% | +16.0% |
| Q2 2022 | $937,000 | -99.9% | 16,900 | +9.8% | 0.42% | +24.4% |
| Q1 2022 | $945,179,000 | +99392.5% | 15,393 | +2.4% | 0.34% | -8.9% |
| Q4 2021 | $950,000 | +18.3% | 15,039 | +11.5% | 0.37% | +18.3% |
| Q3 2021 | $803,000 | – | 13,485 | – | 0.31% | – |
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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% |