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 | $2,001,837 | -3.5% | 37,376 | -0.3% | 0.71% | +5.8% |
| Q2 2023 | $2,073,989 | -45.3% | 37,484 | -46.0% | 0.67% | +2.7% |
| Q1 2023 | $3,790,988 | +217.2% | 69,432 | +216.5% | 0.66% | +52.9% |
| Q4 2022 | $1,195,225 | +10.0% | 21,935 | +3.3% | 0.43% | +5.9% |
| Q3 2022 | $1,087,000 | -4.6% | 21,226 | +3.3% | 0.40% | -1.0% |
| Q2 2022 | $1,139,000 | -4.7% | 20,540 | +5.5% | 0.41% | +14.9% |
| Q1 2022 | $1,195,000 | +51.6% | 19,468 | +56.2% | 0.36% | +61.8% |
| Q4 2021 | $788,000 | +28.1% | 12,467 | +20.7% | 0.22% | +14.0% |
| Q3 2021 | $615,000 | +8.8% | 10,325 | +10.7% | 0.19% | +16.3% |
| Q2 2021 | $565,000 | +125.1% | 9,325 | +115.6% | 0.17% | +112.8% |
| Q1 2021 | $251,000 | +4.1% | 4,325 | 0.0% | 0.08% | -8.2% |
| Q4 2020 | $241,000 | – | 4,325 | – | 0.08% | – |
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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% |