J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,306 | +8.4% | 2,806,304 | +12.0% | 0.31% | +10.3% |
| Q2 2023 | $138,632 | +24.4% | 2,505,546 | +22.8% | 0.28% | +20.5% |
| Q1 2023 | $111,411 | +65.6% | 2,040,500 | +65.2% | 0.23% | +44.4% |
| Q4 2022 | $67,286 | -99.9% | 1,234,833 | +37.8% | 0.16% | +37.3% |
| Q3 2022 | $45,906,000 | +39.9% | 896,087 | +51.5% | 0.12% | +38.8% |
| Q2 2022 | $32,803,000 | +15.9% | 591,587 | +28.3% | 0.08% | +30.8% |
| Q1 2022 | $28,311,000 | +29.9% | 461,092 | +33.7% | 0.06% | +32.7% |
| Q4 2021 | $21,798,000 | +27.3% | 344,962 | +20.0% | 0.05% | +14.0% |
| Q3 2021 | $17,130,000 | +68.5% | 287,378 | +71.2% | 0.04% | +65.4% |
| Q2 2021 | $10,164,000 | +73.3% | 167,816 | +66.3% | 0.03% | +52.9% |
| Q1 2021 | $5,866,000 | +103.1% | 100,939 | +94.8% | 0.02% | +88.9% |
| Q4 2020 | $2,888,000 | +38.9% | 51,805 | +32.9% | 0.01% | +28.6% |
| Q3 2020 | $2,079,000 | – | 38,992 | – | 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% |