J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,740 | +3.9% | 2,310 | +7.3% | 0.13% | +19.6% |
| Q2 2023 | $119,129 | -12.8% | 2,153 | -14.0% | 0.11% | -50.5% |
| Q1 2023 | $136,649 | +94.5% | 2,503 | +94.2% | 0.22% | +80.0% |
| Q4 2022 | $70,253 | +4.9% | 1,289 | -0.7% | 0.12% | -81.4% |
| Q3 2022 | $67,000 | -19.3% | 1,298 | -13.2% | 0.65% | -12.2% |
| Q2 2022 | $83,000 | +6.4% | 1,496 | +17.3% | 0.74% | +894.6% |
| Q1 2022 | $78,000 | -8.2% | 1,275 | -5.3% | 0.07% | +27.6% |
| Q4 2021 | $85,000 | – | 1,346 | – | 0.06% | – |
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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% |