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 | $429,604 | -24.8% | 8,021 | -22.3% | 0.07% | -18.4% |
| Q2 2023 | $571,060 | -52.2% | 10,321 | -52.8% | 0.09% | -53.7% |
| Q1 2023 | $1,194,484 | -30.4% | 21,877 | -30.6% | 0.19% | -34.9% |
| Q4 2022 | $1,716,870 | -99.9% | 31,508 | -3.4% | 0.29% | -4.9% |
| Q3 2022 | $1,670,507,000 | -20.4% | 32,608 | -13.8% | 0.30% | -14.4% |
| Q2 2022 | $2,097,507,000 | -4.6% | 37,827 | +5.6% | 0.36% | +4.1% |
| Q1 2022 | $2,198,488,000 | +14.0% | 35,806 | +17.4% | 0.34% | +18.8% |
| Q4 2021 | $1,927,674,000 | +64.5% | 30,506 | +55.2% | 0.29% | +52.7% |
| Q3 2021 | $1,172,051,000 | +18.8% | 19,662 | +20.7% | 0.19% | +13.9% |
| Q2 2021 | $986,321,000 | +119.2% | 16,284 | +110.3% | 0.16% | +89.7% |
| Q1 2021 | $449,965,000 | – | 7,742 | – | 0.09% | – |
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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% |