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 | $49,408,538 | +18.4% | 922,490 | +22.4% | 0.77% | +17.3% |
| Q2 2023 | $41,717,379 | +10.8% | 753,974 | +9.4% | 0.66% | +4.9% |
| Q1 2023 | $37,634,882 | -3.8% | 689,284 | -3.9% | 0.63% | -11.6% |
| Q4 2022 | $39,102,934 | +65.1% | 717,617 | +55.3% | 0.71% | +13.3% |
| Q3 2022 | $23,678,000 | +24.9% | 462,184 | +35.2% | 0.63% | +45.2% |
| Q2 2022 | $18,952,000 | +4.1% | 341,781 | +15.3% | 0.43% | +18.7% |
| Q1 2022 | $18,201,000 | -1.1% | 296,430 | +1.8% | 0.36% | -2.7% |
| Q4 2021 | $18,404,000 | +29.2% | 291,243 | +21.9% | 0.37% | +34.7% |
| Q3 2021 | $14,246,000 | +474.4% | 238,987 | +483.7% | 0.28% | +369.5% |
| Q2 2021 | $2,480,000 | +209.6% | 40,944 | +197.3% | 0.06% | +168.2% |
| Q1 2021 | $801,000 | – | 13,773 | – | 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% |