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 | $9,173,805 | -5.5% | 171,281 | -2.4% | 0.31% | -55.5% |
Q2 2023 | $9,706,487 | +90.7% | 175,429 | +88.2% | 0.70% | +82.6% |
Q1 2023 | $5,088,830 | +21.6% | 93,202 | +14.1% | 0.38% | -2.8% |
Q3 2022 | $4,186,000 | -44.8% | 81,710 | -40.2% | 0.40% | -43.2% |
Q2 2022 | $7,581,000 | -8.3% | 136,715 | +1.6% | 0.70% | +7.9% |
Q1 2022 | $8,264,000 | -6.1% | 134,595 | -3.4% | 0.65% | +0.6% |
Q4 2021 | $8,802,000 | – | 139,299 | – | 0.64% | – |
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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% |