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 | $931,944 | -3.2% | 17,400 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $962,742 | +10.5% | 17,400 | +9.1% | 0.01% | +10.0% |
| Q1 2023 | $870,870 | +15.7% | 15,950 | +15.5% | 0.01% | +11.1% |
| Q4 2022 | $752,561 | +2.4% | 13,811 | -3.7% | 0.01% | -10.0% |
| Q3 2022 | $735,000 | -37.2% | 14,348 | -32.0% | 0.01% | -33.3% |
| Q2 2022 | $1,170,000 | -8.6% | 21,092 | +1.1% | 0.02% | 0.0% |
| Q1 2022 | $1,280,000 | +6.7% | 20,855 | +9.8% | 0.02% | +15.4% |
| Q4 2021 | $1,200,000 | +4.0% | 18,990 | -1.9% | 0.01% | -7.1% |
| Q3 2021 | $1,154,000 | -22.3% | 19,354 | +48.8% | 0.01% | +55.6% |
| Q2 2021 | $1,486,000 | – | 13,008 | – | 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% |