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 | $30,157,680 | +221.0% | 563,064 | +231.6% | 0.34% | +215.9% |
| Q2 2023 | $9,396,102 | +17.4% | 169,819 | +15.9% | 0.11% | +9.2% |
| Q1 2023 | $8,000,855 | +25.4% | 146,536 | +25.2% | 0.10% | +15.3% |
| Q4 2022 | $6,378,983 | +64.4% | 117,067 | +54.6% | 0.08% | +41.7% |
| Q3 2022 | $3,879,000 | +60.2% | 75,721 | +73.4% | 0.06% | +66.7% |
| Q2 2022 | $2,421,000 | +132.3% | 43,661 | +156.9% | 0.04% | +157.1% |
| Q1 2022 | $1,042,000 | +67.8% | 16,993 | +73.0% | 0.01% | +55.6% |
| Q4 2021 | $621,000 | +174.8% | 9,820 | +159.8% | 0.01% | +125.0% |
| Q3 2021 | $226,000 | – | 3,780 | – | 0.00% | – |
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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% |