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 | $18,293,820 | +17.4% | 341,558 | +21.3% | 1.35% | +21.4% |
| Q2 2023 | $15,578,759 | +63.7% | 281,561 | +61.5% | 1.11% | +63.7% |
| Q1 2023 | $9,519,181 | +69.8% | 174,344 | +69.5% | 0.68% | +57.3% |
| Q4 2022 | $5,605,708 | +11.5% | 102,875 | +4.9% | 0.43% | +2.9% |
| Q3 2022 | $5,026,000 | +37.6% | 98,109 | +48.9% | 0.42% | +44.0% |
| Q2 2022 | $3,653,000 | +208.5% | 65,876 | +241.5% | 0.29% | +268.4% |
| Q1 2022 | $1,184,000 | +4.8% | 19,291 | +7.8% | 0.08% | +6.8% |
| Q4 2021 | $1,130,000 | +75.5% | 17,888 | +68.3% | 0.07% | +45.1% |
| Q2 2021 | $644,000 | +89.4% | 10,631 | +81.9% | 0.05% | +54.5% |
| Q1 2021 | $340,000 | – | 5,844 | – | 0.03% | – |
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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% |