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 | $17,187,406 | +1.4% | 320,900 | +4.7% | 4.99% | -10.0% |
| Q2 2023 | $16,952,246 | +10.0% | 306,384 | +8.6% | 5.54% | +17.6% |
| Q1 2023 | $15,404,193 | +285.5% | 282,128 | +284.7% | 4.71% | +304.6% |
| Q4 2022 | $3,996,122 | +10.8% | 73,337 | +4.2% | 1.16% | +8.0% |
| Q3 2022 | $3,607,000 | -5.3% | 70,406 | +2.5% | 1.08% | +1.0% |
| Q2 2022 | $3,809,000 | +227.5% | 68,699 | +262.7% | 1.07% | +265.8% |
| Q1 2022 | $1,163,000 | +23.6% | 18,943 | +26.7% | 0.29% | +4.7% |
| Q4 2021 | $941,000 | +13.4% | 14,955 | +7.4% | 0.28% | -0.7% |
| Q3 2021 | $830,000 | +1.1% | 13,930 | +2.8% | 0.28% | +2.2% |
| Q2 2021 | $821,000 | -13.8% | 13,557 | -17.2% | 0.28% | -28.9% |
| Q1 2021 | $952,000 | -40.9% | 16,375 | -43.3% | 0.39% | -42.9% |
| Q4 2020 | $1,610,000 | – | 28,886 | – | 0.68% | – |
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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% |