J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,700,310 | +9.5% | 1,973,493 | +13.1% | 0.67% | -0.4% |
| Q2 2023 | $96,539,474 | +19.6% | 1,744,794 | +18.1% | 0.67% | +12.6% |
| Q1 2023 | $80,687,544 | +56.3% | 1,477,794 | +56.0% | 0.60% | +42.3% |
| Q4 2022 | $51,618,097 | +125.5% | 947,295 | +112.0% | 0.42% | +47.2% |
| Q3 2022 | $22,895,000 | +28.3% | 446,905 | +38.9% | 0.28% | +24.0% |
| Q2 2022 | $17,842,000 | +20.7% | 321,758 | +33.7% | 0.23% | +27.9% |
| Q1 2022 | $14,776,000 | +12.6% | 240,658 | +15.9% | 0.18% | +11.2% |
| Q4 2021 | $13,118,000 | +601.9% | 207,596 | +562.3% | 0.16% | +544.0% |
| Q3 2021 | $1,869,000 | +169.3% | 31,346 | +173.5% | 0.02% | +150.0% |
| Q2 2021 | $694,000 | +145.2% | 11,461 | +135.8% | 0.01% | +66.7% |
| Q1 2021 | $283,000 | – | 4,861 | – | 0.01% | – |
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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% |