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 | $502 | -11.2% | 9,373 | -8.3% | 0.01% | 0.0% |
| Q2 2023 | $565 | +7.4% | 10,216 | +5.9% | 0.01% | 0.0% |
| Q1 2023 | $526 | +61.3% | 9,645 | +61.3% | 0.01% | +60.0% |
| Q4 2022 | $326 | -99.9% | 5,979 | -3.6% | 0.01% | -16.7% |
| Q3 2022 | $318,000 | -5.9% | 6,200 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $338,000 | -9.4% | 6,091 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $373,000 | -0.5% | 6,077 | -3.5% | 0.01% | -14.3% |
| Q3 2021 | $375,000 | – | 6,296 | – | 0.01% | – |
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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% |