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 | $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% | – |
Download | ||||||
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% |