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 | $19,411,370 | +4.5% | 362,423 | +8.0% | 1.70% | +11.1% |
| Q2 2023 | $18,568,637 | +4.7% | 335,598 | +3.4% | 1.54% | -1.5% |
| Q1 2023 | $17,727,294 | +134483.2% | 324,676 | +34.3% | 1.56% | +30.4% |
| Q4 2022 | $13,172 | -99.9% | 241,728 | +13.9% | 1.20% | +16.0% |
| Q3 2022 | $10,870,000 | -3.4% | 212,183 | +4.5% | 1.03% | +4.4% |
| Q2 2022 | $11,255,000 | +13.6% | 202,983 | +25.8% | 0.99% | +36.7% |
| Q1 2022 | $9,907,000 | +12.9% | 161,355 | +16.2% | 0.72% | +19.1% |
| Q4 2021 | $8,777,000 | – | 138,900 | – | 0.61% | – |
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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% |