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 | $1,632,559 | -4.2% | 30,481 | -1.1% | 0.07% | +8.1% |
| Q2 2023 | $1,704,867 | +10.0% | 30,813 | +8.5% | 0.06% | +8.8% |
| Q1 2023 | $1,550,359 | +26.7% | 28,395 | +27.8% | 0.06% | +18.8% |
| Q4 2022 | $1,223,210 | +54.3% | 22,215 | +43.5% | 0.05% | +37.1% |
| Q3 2022 | $793,000 | +101.8% | 15,476 | +118.3% | 0.04% | +118.8% |
| Q2 2022 | $393,000 | +23.6% | 7,090 | +36.8% | 0.02% | +45.5% |
| Q1 2022 | $318,000 | – | 5,181 | – | 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% |