J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,517,961 | +10.1% | 1,932,758 | +13.8% | 0.14% | +11.6% |
| Q2 2023 | $93,997,128 | +26.7% | 1,698,846 | +25.1% | 0.12% | +16.3% |
| Q1 2023 | $74,173,270 | +49.1% | 1,358,485 | +48.8% | 0.10% | +38.7% |
| Q4 2022 | $49,738,271 | +131.1% | 912,798 | +117.2% | 0.08% | +97.4% |
| Q3 2022 | $21,525,000 | +82.2% | 420,173 | +97.2% | 0.04% | +90.0% |
| Q2 2022 | $11,816,000 | +247.8% | 213,106 | +285.2% | 0.02% | +300.0% |
| Q1 2022 | $3,397,000 | +16076.2% | 55,326 | +16614.8% | 0.01% | – |
| Q4 2021 | $21,000 | – | 331 | – | 0.00% | – |
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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% |