J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 863 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,812,904 | +28.2% | 145,872 | +32.4% | 6.00% | +27.7% |
| Q2 2023 | $6,096,370 | +4.5% | 110,182 | +3.1% | 4.70% | -1.8% |
| Q1 2023 | $5,833,300 | +14.5% | 106,837 | +14.3% | 4.78% | -10.5% |
| Q4 2022 | $5,094,216 | +13.5% | 93,489 | +6.7% | 5.34% | +3.1% |
| Q3 2022 | $4,490,000 | -5.1% | 87,641 | +2.7% | 5.18% | +1.7% |
| Q2 2022 | $4,732,000 | -33.6% | 85,341 | -26.5% | 5.10% | -25.9% |
| Q1 2022 | $7,127,000 | +16.7% | 116,067 | +20.1% | 6.88% | +7.8% |
| Q4 2021 | $6,108,000 | – | 96,655 | – | 6.38% | – |
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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% |