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 | $8,291,566 | +2.0% | 154,809 | +5.3% | 0.06% | +7.1% |
| Q2 2023 | $8,131,325 | +6.8% | 146,962 | +5.4% | 0.06% | 0.0% |
| Q1 2023 | $7,613,885 | +4.2% | 139,441 | +4.0% | 0.06% | 0.0% |
| Q4 2022 | $7,305,911 | +760.5% | 134,077 | +709.1% | 0.06% | +700.0% |
| Q3 2022 | $849,000 | +67.8% | 16,572 | +81.6% | 0.01% | +75.0% |
| Q2 2022 | $506,000 | -9.6% | 9,125 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $560,000 | -81.8% | 9,120 | -81.3% | 0.00% | -80.0% |
| Q4 2021 | $3,081,000 | +365.4% | 48,753 | +339.1% | 0.02% | +300.0% |
| Q3 2021 | $662,000 | – | 11,103 | – | 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% |