J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,430,510 | +3.0% | 101,391 | +6.4% | 2.25% | -0.4% |
| Q2 2023 | $5,271,772 | +7.8% | 95,279 | +6.3% | 2.26% | -4.4% |
| Q1 2023 | $4,892,185 | +41.9% | 89,600 | +44.2% | 2.37% | +30.1% |
| Q4 2022 | $3,447,383 | -5.9% | 62,115 | -13.1% | 1.82% | -10.2% |
| Q3 2022 | $3,663,000 | +19.9% | 71,503 | +29.7% | 2.02% | +25.4% |
| Q2 2022 | $3,056,000 | +34.7% | 55,110 | +49.2% | 1.62% | +66.8% |
| Q1 2022 | $2,269,000 | +18.1% | 36,948 | +21.5% | 0.97% | +47.3% |
| Q4 2021 | $1,921,000 | +32.3% | 30,407 | +29.9% | 0.66% | +1.4% |
| Q3 2021 | $1,452,000 | +219.1% | 23,399 | +213.4% | 0.65% | +189.3% |
| Q2 2021 | $455,000 | – | 7,467 | – | 0.22% | – |
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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% |