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 | $4,128,541 | +47.5% | 77,083 | +52.4% | 0.02% | +60.0% |
| Q2 2023 | $2,799,137 | +67.2% | 50,590 | +65.0% | 0.01% | +42.9% |
| Q1 2023 | $1,673,809 | +102.7% | 30,656 | +102.3% | 0.01% | +75.0% |
| Q4 2022 | $825,639 | +70.9% | 15,152 | +60.8% | 0.00% | +100.0% |
| Q3 2022 | $483,000 | -13.6% | 9,423 | -6.6% | 0.00% | 0.0% |
| Q2 2022 | $559,000 | +2.2% | 10,087 | +13.3% | 0.00% | 0.0% |
| Q1 2022 | $547,000 | +7.9% | 8,901 | +10.9% | 0.00% | 0.0% |
| Q4 2021 | $507,000 | +32.7% | 8,023 | +25.3% | 0.00% | +100.0% |
| Q3 2021 | $382,000 | +516.1% | 6,402 | +524.6% | 0.00% | – |
| Q2 2021 | $62,000 | +47.6% | 1,025 | +43.2% | 0.00% | – |
| Q1 2021 | $42,000 | – | 716 | – | 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% |