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 | $24,349,924 | -7.0% | 454,629 | -3.9% | 0.66% | +12.3% |
| Q2 2023 | $26,177,795 | +7.6% | 473,121 | +6.1% | 0.59% | -9.4% |
| Q1 2023 | $24,336,296 | +27.9% | 445,720 | +28.9% | 0.65% | +21.6% |
| Q4 2022 | $19,033,725 | +27.0% | 345,724 | +18.1% | 0.53% | +17.7% |
| Q3 2022 | $14,992,000 | +799.9% | 292,646 | +874.1% | 0.45% | +547.1% |
| Q2 2022 | $1,666,000 | +7.2% | 30,044 | +18.8% | 0.07% | +37.3% |
| Q1 2022 | $1,554,000 | +0.3% | 25,300 | +3.2% | 0.05% | +13.3% |
| Q4 2021 | $1,549,000 | +27.3% | 24,507 | +20.1% | 0.04% | +15.4% |
| Q3 2021 | $1,217,000 | +51.4% | 20,405 | +53.8% | 0.04% | +50.0% |
| Q2 2021 | $804,000 | – | 13,267 | – | 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% |