J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,863,579 | +15.8% | 34,794 | +19.6% | 0.17% | +22.5% |
| Q2 2023 | $1,609,787 | +25.7% | 29,094 | +24.0% | 0.14% | +17.9% |
| Q1 2023 | $1,280,810 | +29.8% | 23,458 | +29.5% | 0.12% | +20.6% |
| Q4 2022 | $986,811 | +46.8% | 18,110 | +38.0% | 0.10% | +44.8% |
| Q3 2022 | $672,000 | +72.3% | 13,126 | +86.8% | 0.07% | +76.3% |
| Q2 2022 | $390,000 | +84.8% | 7,025 | +104.9% | 0.04% | +192.3% |
| Q1 2022 | $211,000 | +71.5% | 3,429 | +75.8% | 0.01% | +62.5% |
| Q4 2021 | $123,000 | +105.0% | 1,950 | +95.0% | 0.01% | +100.0% |
| Q3 2021 | $60,000 | -38.1% | 1,000 | -37.8% | 0.00% | -33.3% |
| Q2 2021 | $97,000 | +67.2% | 1,607 | +60.7% | 0.01% | +50.0% |
| Q1 2021 | $58,000 | +3.6% | 1,000 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $56,000 | -12.5% | 1,000 | -16.7% | 0.01% | 0.0% |
| Q3 2020 | $64,000 | – | 1,200 | – | 0.01% | – |
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% |