J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,706,644 | +26.7% | 1,824,247 | +30.9% | 0.08% | +28.1% |
| Q2 2023 | $77,131,827 | +52.9% | 1,394,033 | +50.9% | 0.06% | +45.5% |
| Q1 2023 | $50,455,666 | +35.4% | 924,096 | +35.2% | 0.04% | +29.4% |
| Q4 2022 | $37,253,091 | -1.5% | 683,669 | -7.4% | 0.03% | -10.5% |
| Q3 2022 | $37,826,000 | -57.1% | 738,360 | -53.6% | 0.04% | -55.8% |
| Q2 2022 | $88,259,000 | +21.9% | 1,591,695 | +35.0% | 0.09% | +41.0% |
| Q1 2022 | $72,413,000 | +9.7% | 1,179,364 | +12.9% | 0.06% | +15.1% |
| Q4 2021 | $66,038,000 | +56.0% | 1,045,069 | +47.2% | 0.05% | +39.5% |
| Q3 2021 | $42,323,000 | +184.8% | 710,004 | +189.4% | 0.04% | +171.4% |
| Q2 2021 | $14,860,000 | – | 245,336 | – | 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% |