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 | $8,074 | -9.1% | 150,741 | -6.1% | 0.67% | +37.6% |
Q2 2023 | $8,881 | +36.8% | 160,518 | +34.7% | 0.49% | +72.7% |
Q1 2023 | $6,493 | 0.0% | 119,168 | 0.0% | 0.28% | 0.0% |
Q4 2022 | $6,493 | -99.7% | 119,168 | +224.6% | 0.28% | +235.7% |
Q3 2022 | $1,881,000 | -23.4% | 36,710 | -17.1% | 0.08% | -8.7% |
Q2 2022 | $2,457,000 | +30.1% | 44,306 | +44.0% | 0.09% | +43.8% |
Q1 2022 | $1,889,000 | +786.9% | 30,772 | +814.5% | 0.06% | +966.7% |
Q4 2021 | $213,000 | – | 3,365 | – | 0.01% | – |
Download |
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% |