J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 21 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,594 | -48.4% | 67,093 | -46.7% | 0.01% | -50.0% |
| Q2 2023 | $6,968 | +96.4% | 125,930 | +93.8% | 0.03% | +75.0% |
| Q1 2023 | $3,547 | +16.8% | 64,967 | +16.6% | 0.02% | +6.7% |
| Q4 2022 | $3,037 | -99.9% | 55,734 | -1.0% | 0.02% | -11.8% |
| Q3 2022 | $2,884,000 | -3.7% | 56,302 | +4.2% | 0.02% | -5.6% |
| Q2 2022 | $2,996,000 | +28.6% | 54,024 | +42.3% | 0.02% | +28.6% |
| Q1 2022 | $2,330,000 | +10.9% | 37,954 | +14.2% | 0.01% | +7.7% |
| Q4 2021 | $2,101,000 | +27.2% | 33,248 | +20.0% | 0.01% | +8.3% |
| Q3 2021 | $1,652,000 | +44.0% | 27,713 | +46.3% | 0.01% | +33.3% |
| Q2 2021 | $1,147,000 | +37.2% | 18,937 | +31.6% | 0.01% | +12.5% |
| Q1 2021 | $836,000 | – | 14,392 | – | 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% |