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 | $5,979,288 | +177.3% | 111,648 | +182.6% | 0.30% | +7.9% |
| Q2 2023 | $2,156,016 | -64.1% | 39,509 | -63.9% | 0.28% | -8.3% |
| Q1 2023 | $6,011,067 | +6.9% | 109,336 | +6.0% | 0.30% | +15.7% |
| Q4 2022 | $5,620,469 | +102.5% | 103,147 | +90.4% | 0.26% | +57.2% |
| Q3 2022 | $2,775,000 | +72.7% | 54,175 | +86.9% | 0.17% | +78.5% |
| Q2 2022 | $1,607,000 | +454.1% | 28,979 | +513.7% | 0.09% | +745.5% |
| Q1 2022 | $290,000 | +8.2% | 4,722 | +11.2% | 0.01% | +10.0% |
| Q4 2021 | $268,000 | – | 4,245 | – | 0.01% | – |
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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% |