J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611 | -4.8% | 11,400 | -1.7% | 0.24% | -19.5% |
| Q2 2023 | $642 | +2.7% | 11,600 | +1.3% | 0.30% | -2.6% |
| Q1 2023 | $625 | +51.0% | 11,450 | +50.7% | 0.31% | +41.0% |
| Q4 2022 | $414 | -99.9% | 7,600 | +4.1% | 0.22% | +0.9% |
| Q3 2022 | $374,000 | +42.2% | 7,300 | +53.7% | 0.22% | +51.4% |
| Q2 2022 | $263,000 | -11.7% | 4,750 | -2.1% | 0.14% | +2.2% |
| Q1 2022 | $298,000 | +0.3% | 4,850 | +3.2% | 0.14% | +0.7% |
| Q4 2021 | $297,000 | +38.1% | 4,700 | +30.6% | 0.14% | +26.6% |
| Q3 2021 | $215,000 | -1.4% | 3,600 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $218,000 | +4.3% | 3,600 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $209,000 | – | 3,600 | – | 0.11% | – |
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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% |