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 | $1,995,110 | +35.3% | 37,250 | +39.8% | 0.20% | +38.6% |
| Q2 2023 | $1,474,062 | +32.6% | 26,641 | +30.8% | 0.14% | +23.9% |
| Q1 2023 | $1,112,014 | +73.3% | 20,366 | +73.0% | 0.12% | +62.5% |
| Q4 2022 | $641,489 | +14.8% | 11,772 | +7.9% | 0.07% | -11.1% |
| Q3 2022 | $559,000 | +83.3% | 10,909 | +98.4% | 0.08% | +97.6% |
| Q2 2022 | $305,000 | -80.5% | 5,498 | -78.4% | 0.04% | -78.2% |
| Q1 2022 | $1,565,000 | +157.8% | 25,493 | +165.6% | 0.19% | +135.0% |
| Q4 2021 | $607,000 | +167.4% | 9,599 | +152.5% | 0.08% | +135.3% |
| Q3 2021 | $227,000 | – | 3,801 | – | 0.03% | – |
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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% |