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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,739,976 | +7.8% | 86,213 | +5.0% | 2.34% | +0.3% |
| Q3 2023 | $4,397,323 | -0.7% | 82,101 | +2.6% | 2.34% | +4.0% |
| Q2 2023 | $4,429,004 | +12.0% | 80,047 | +10.5% | 2.25% | +5.5% |
| Q1 2023 | $3,956,035 | +7.7% | 72,455 | +7.5% | 2.13% | +5.0% |
| Q4 2022 | $3,671,630 | +20.5% | 67,382 | +13.2% | 2.03% | +13.0% |
| Q3 2022 | $3,048,000 | +12.3% | 59,500 | +21.6% | 1.79% | +21.1% |
| Q2 2022 | $2,714,000 | +28.0% | 48,940 | +41.8% | 1.48% | +54.4% |
| Q1 2022 | $2,120,000 | +88.6% | 34,520 | +94.1% | 0.96% | +93.7% |
| Q4 2021 | $1,124,000 | +127.5% | 17,785 | +114.7% | 0.50% | +111.5% |
| Q3 2021 | $494,000 | – | 8,285 | – | 0.23% | – |
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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% |