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 | $121,278 | -1.6% | 2,264,357 | +1.7% | 4.30% | +7.1% |
| Q2 2023 | $123,191 | -99.7% | 2,226,472 | +177.4% | 4.02% | +159.5% |
| Q1 2023 | $43,822,123 | +126.8% | 802,603 | -1.5% | 1.55% | -64.7% |
| Q4 2022 | $19,317,826 | -60.2% | 814,658 | -11.3% | 4.38% | +140.8% |
| Q3 2022 | $48,592,000 | -77.3% | 918,402 | -76.2% | 1.82% | -77.3% |
| Q2 2022 | $213,990,000 | +34.4% | 3,859,162 | +48.8% | 8.04% | +57.5% |
| Q1 2022 | $159,252,000 | +2.4% | 2,593,676 | +5.4% | 5.10% | +5.3% |
| Q4 2021 | $155,458,000 | +74.1% | 2,460,186 | +64.2% | 4.84% | +62.7% |
| Q3 2021 | $89,295,000 | +163.1% | 1,497,998 | +167.3% | 2.98% | +335.2% |
| Q2 2021 | $33,946,000 | – | 560,455 | – | 0.68% | – |
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% |