J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 155 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,230,682 | +5.7% | 695,121 | +9.2% | 0.03% | +6.7% |
| Q2 2023 | $35,213,773 | +18.6% | 636,432 | +17.0% | 0.03% | +15.4% |
| Q1 2023 | $29,698,584 | +36.4% | 543,930 | +36.1% | 0.03% | +23.8% |
| Q4 2022 | $21,769,729 | +159.3% | 399,518 | +143.8% | 0.02% | +133.3% |
| Q3 2022 | $8,396,000 | +724.8% | 163,866 | +792.9% | 0.01% | +800.0% |
| Q2 2022 | $1,018,000 | -10.7% | 18,352 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $1,140,000 | +1063.3% | 18,552 | +1098.4% | 0.00% | – |
| Q4 2021 | $98,000 | +216.1% | 1,548 | +193.2% | 0.00% | – |
| Q3 2021 | $31,000 | +3.3% | 528 | +5.6% | 0.00% | – |
| Q2 2021 | $30,000 | – | 500 | – | 0.00% | – |
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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% |