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 | $1,566,084 | +113220.1% | 29,240 | +17.0% | 0.34% | +53.2% |
| Q2 2023 | $1,382 | +25.1% | 24,983 | +23.5% | 0.22% | +22.7% |
| Q1 2023 | $1,105 | +58.1% | 20,231 | +57.6% | 0.18% | +38.2% |
| Q4 2022 | $699 | -100.0% | 12,833 | -56.1% | 0.13% | -61.5% |
| Q3 2022 | $1,566,084 | +638.7% | 29,240 | +678.1% | 0.34% | +608.3% |
| Q2 2022 | $212,000 | -92.4% | 3,758 | -91.7% | 0.05% | -91.5% |
| Q1 2022 | $2,775,000 | – | 45,128 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |