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 | $65,158,143 | +0.2% | 1,216,545 | +3.5% | 1.72% | +2.7% |
| Q2 2023 | $65,039,785 | +47.7% | 1,175,489 | +45.7% | 1.68% | +39.5% |
| Q1 2023 | $44,049,234 | +0.6% | 806,763 | +0.4% | 1.20% | -13.0% |
| Q4 2022 | $43,779,999 | +4.9% | 803,450 | -1.4% | 1.38% | +8.2% |
| Q3 2022 | $41,732,000 | -8.7% | 814,594 | -1.2% | 1.28% | -4.4% |
| Q2 2022 | $45,729,000 | -9.0% | 824,698 | +0.8% | 1.34% | +3.4% |
| Q1 2022 | $50,251,000 | +4.2% | 818,424 | +7.2% | 1.29% | +5.6% |
| Q4 2021 | $48,244,000 | +19.9% | 763,482 | +13.1% | 1.22% | +8.5% |
| Q3 2021 | $40,240,000 | – | 675,049 | – | 1.13% | – |
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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% |