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 | $1,091,700 | -52.1% | 20,383 | -50.5% | 0.08% | -48.3% |
| Q2 2023 | $2,280,054 | -91.1% | 41,208 | -91.2% | 0.15% | -89.4% |
| Q1 2023 | $25,522,891 | -1.0% | 467,452 | -1.2% | 1.40% | -16.6% |
| Q4 2022 | $25,784,919 | +1760.4% | 473,205 | +1649.2% | 1.68% | +1579.0% |
| Q3 2022 | $1,386,000 | +136.9% | 27,052 | +184.2% | 0.10% | +177.8% |
| Q1 2022 | $585,000 | -15.2% | 9,520 | -12.9% | 0.04% | -16.3% |
| Q4 2021 | $690,000 | +7.1% | 10,925 | +1.2% | 0.04% | -12.2% |
| Q3 2021 | $644,000 | +96.9% | 10,800 | +100.0% | 0.05% | +96.0% |
| Q2 2021 | $327,000 | +56.5% | 5,400 | +50.0% | 0.02% | +38.9% |
| Q1 2021 | $209,000 | – | 3,600 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |