J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,293 | -1.7% | 20,599 | +1.6% | 0.09% | +1.2% |
| Q2 2023 | $1,122,204 | +17.8% | 20,282 | +16.2% | 0.09% | +11.7% |
| Q1 2023 | $952,989 | +19.5% | 17,454 | +19.3% | 0.08% | +14.9% |
| Q4 2022 | $797,461 | +35.9% | 14,635 | +27.8% | 0.07% | +26.4% |
| Q3 2022 | $587,000 | -3.8% | 11,454 | +4.2% | 0.05% | -3.6% |
| Q2 2022 | $610,000 | +20.1% | 10,995 | +32.9% | 0.06% | +44.7% |
| Q1 2022 | $508,000 | +22.1% | 8,275 | +25.6% | 0.04% | +26.7% |
| Q4 2021 | $416,000 | +23.1% | 6,590 | +16.3% | 0.03% | +15.4% |
| Q3 2021 | $338,000 | +19.9% | 5,665 | +21.6% | 0.03% | +18.2% |
| Q2 2021 | $282,000 | – | 4,660 | – | 0.02% | – |
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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% |