J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,632,670 | +1.7% | 30,483 | +5.0% | 0.02% | +7.1% |
| Q2 2023 | $1,606,008 | +107903.2% | 29,026 | +6.6% | 0.01% | +7.7% |
| Q1 2023 | $1,487 | -35.7% | 27,232 | -35.8% | 0.01% | -38.1% |
| Q4 2022 | $2,311 | -99.9% | 42,409 | +13.8% | 0.02% | +10.5% |
| Q3 2022 | $1,910,000 | -10.8% | 37,265 | -3.5% | 0.02% | -5.0% |
| Q2 2022 | $2,142,000 | +188.3% | 38,629 | +219.4% | 0.02% | +233.3% |
| Q1 2022 | $743,000 | +53.8% | 12,095 | +58.3% | 0.01% | +50.0% |
| Q4 2021 | $483,000 | +32.3% | 7,640 | +24.7% | 0.00% | +33.3% |
| Q3 2021 | $365,000 | – | 6,125 | – | 0.00% | – |
Download | ||||||
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% |