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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $40,853,015 | +17.6% | 743,052 | +14.6% | 1.02% | +6.7% |
| Q3 2023 | $34,739,355 | +5.3% | 648,606 | +8.8% | 0.96% | -4.5% |
| Q2 2023 | $32,985,958 | +21.3% | 596,168 | +19.7% | 1.01% | +25.4% |
| Q1 2023 | $27,194,640 | +105604.7% | 498,070 | +5.5% | 0.80% | +3.0% |
| Q4 2022 | $25,727 | -99.9% | 472,141 | +14.7% | 0.78% | +7.7% |
| Q3 2022 | $21,089,000 | +45.1% | 411,655 | +57.1% | 0.72% | +50.0% |
| Q2 2022 | $14,534,000 | +8.3% | 262,102 | +19.9% | 0.48% | +17.6% |
| Q1 2022 | $13,422,000 | -11.3% | 218,603 | -8.7% | 0.41% | -11.3% |
| Q4 2021 | $15,132,000 | +20.7% | 239,464 | +13.9% | 0.46% | +9.5% |
| Q3 2021 | $12,537,000 | +373.6% | 210,313 | +381.2% | 0.42% | +363.7% |
| Q2 2021 | $2,647,000 | +159.5% | 43,702 | +149.1% | 0.09% | +139.5% |
| Q1 2021 | $1,020,000 | – | 17,543 | – | 0.04% | – |
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% |