J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,092,084 | +10.8% | 225,767 | +14.5% | 0.32% | +11.7% |
| Q2 2023 | $10,911,155 | +23.5% | 197,201 | +21.8% | 0.29% | +18.8% |
| Q1 2023 | $8,837,461 | -21.9% | 161,858 | -22.0% | 0.24% | -29.4% |
| Q4 2022 | $11,309,866 | +30.4% | 207,559 | +22.6% | 0.35% | +13.4% |
| Q3 2022 | $8,672,000 | +756.1% | 169,274 | +826.3% | 0.31% | +774.3% |
| Q2 2022 | $1,013,000 | +116.0% | 18,275 | +139.0% | 0.04% | +150.0% |
| Q1 2022 | $469,000 | +66.9% | 7,646 | +71.8% | 0.01% | +75.0% |
| Q4 2021 | $281,000 | +28.9% | 4,451 | +21.4% | 0.01% | +14.3% |
| Q3 2021 | $218,000 | +395.5% | 3,665 | +405.5% | 0.01% | +600.0% |
| Q2 2021 | $44,000 | – | 725 | – | 0.00% | – |
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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% |