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 | $642,159 | +0.9% | 11,990 | +4.2% | 0.67% | +10.8% |
| Q2 2023 | $636,700 | +1.6% | 11,507 | +0.2% | 0.60% | -8.2% |
| Q1 2023 | $626,736 | +0.5% | 11,479 | +0.3% | 0.66% | -4.9% |
| Q4 2022 | $623,707 | +4.8% | 11,446 | -1.4% | 0.69% | +3.1% |
| Q3 2022 | $595,000 | +18.3% | 11,607 | +27.9% | 0.67% | +29.4% |
| Q2 2022 | $503,000 | -6.7% | 9,072 | +3.4% | 0.52% | +10.0% |
| Q1 2022 | $539,000 | +7.6% | 8,775 | +10.7% | 0.47% | +14.4% |
| Q4 2021 | $501,000 | – | 7,927 | – | 0.41% | – |
Download | ||||||
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% |