UNITED CAPITAL FINANCIAL ADVISORS, LLC - J P MORGAN EXCHANGE TRADED F ownership

J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of J P MORGAN EXCHANGE TRADED F
ValueSharesWeighting
Q1 2023$1,156,411
-68.0%
21,180
-68.1%
0.01%
-70.0%
Q4 2022$3,614,268
-10.2%
66,329
-15.6%
0.02%
-16.7%
Q3 2022$4,025,000
+17.0%
78,567
+26.7%
0.02%
+26.3%
Q2 2022$3,440,000
+76.0%
62,030
+94.8%
0.02%
+111.1%
Q1 2022$1,955,000
+34.9%
31,848
+38.9%
0.01%
+28.6%
Q4 2021$1,449,000
+14.4%
22,934
+7.9%
0.01%
+16.7%
Q3 2021$1,267,00021,2480.01%
Other shareholders
J P MORGAN EXCHANGE TRADED F shareholders Q2 2022
NameSharesValueWeighting ↓
LEE JOHNSON CAPITAL MANAGEMENT, LLC 700,333$37,490,36335.46%
Enstar Group LTD 1,743,376$93,375,21930.92%
Requisite Capital Management, LLC 2,136,634$114,438,10629.07%
Ergawealth Advisors, Inc. 601,411$32,211,57022.23%
Reitz Capital Advisors LLC 212,815$11,377,09721.73%
Leverty Financial Group, LLC 489,281$26,206,26719.03%
Moss Adams Wealth Advisors LLC 935,777$50,120,19617.10%
American Planning Services, Inc. 436,589$23,383,68215.54%
HILLTOP WEALTH ADVISORS, LLC 360,428$19,304,53614.94%
Cornerstone Advisory, LLC 1,588,831$85,097,80314.89%
View complete list of J P MORGAN EXCHANGE TRADED F shareholders