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 | $636,410 | -1.9% | 11,882 | +1.4% | 0.05% | -1.9% |
| Q2 2023 | $648,536 | +7.1% | 11,721 | +5.7% | 0.05% | 0.0% |
| Q1 2023 | $605,660 | +109820.1% | 11,092 | +9.6% | 0.05% | +6.0% |
| Q4 2022 | $551 | -99.9% | 10,117 | -22.9% | 0.05% | -27.5% |
| Q3 2022 | $673,000 | -19.1% | 13,130 | -12.5% | 0.07% | -14.8% |
| Q2 2022 | $832,000 | +18.5% | 15,002 | +31.3% | 0.08% | +30.6% |
| Q1 2022 | $702,000 | -6.8% | 11,429 | -4.0% | 0.06% | -8.8% |
| Q4 2021 | $753,000 | +240.7% | 11,909 | +220.7% | 0.07% | +209.1% |
| Q3 2021 | $221,000 | 0.0% | 3,714 | +1.6% | 0.02% | 0.0% |
| Q2 2021 | $221,000 | – | 3,655 | – | 0.02% | – |
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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% |