J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 234 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,866,740 | +16.1% | 165,548 | +20.0% | 0.07% | +19.6% |
| Q2 2023 | $7,635,144 | +55.0% | 137,993 | +52.9% | 0.06% | +43.6% |
| Q1 2023 | $4,926,447 | +50.1% | 90,228 | +49.8% | 0.04% | +44.4% |
| Q4 2022 | $3,282,000 | +37.3% | 60,225 | +29.1% | 0.03% | +28.6% |
| Q3 2022 | $2,390,000 | +0.8% | 46,648 | +9.0% | 0.02% | +10.5% |
| Q2 2022 | $2,372,000 | +78.6% | 42,780 | +97.8% | 0.02% | +111.1% |
| Q1 2022 | $1,328,000 | -7.7% | 21,631 | -5.0% | 0.01% | 0.0% |
| Q4 2021 | $1,439,000 | +155.1% | 22,766 | +140.5% | 0.01% | +125.0% |
| Q3 2021 | $564,000 | – | 9,465 | – | 0.00% | – |
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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% |