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 | $7,275,840 | +8.8% | 135,845 | +12.4% | 4.30% | +11.3% |
| Q2 2023 | $6,685,858 | +7.7% | 120,836 | +6.2% | 3.86% | +8.8% |
| Q1 2023 | $6,210,288 | -12.5% | 113,742 | -12.7% | 3.55% | -25.4% |
| Q4 2022 | $7,095,686 | +10.0% | 130,220 | +3.4% | 4.76% | +2.5% |
| Q3 2022 | $6,452,000 | -7.6% | 125,945 | +0.0% | 4.65% | -0.7% |
| Q2 2022 | $6,980,000 | +25.8% | 125,887 | +39.3% | 4.68% | +26.1% |
| Q1 2022 | $5,547,000 | +3.7% | 90,342 | +0.6% | 3.71% | -3.8% |
| Q4 2021 | $5,351,000 | 0.0% | 89,760 | 0.0% | 3.86% | 0.0% |
| Q3 2021 | $5,351,000 | +1.1% | 89,760 | +2.7% | 3.86% | +4.7% |
| Q2 2021 | $5,293,000 | +7.3% | 87,411 | +3.0% | 3.69% | +2.8% |
| Q1 2021 | $4,932,000 | +9.0% | 84,875 | +4.5% | 3.59% | -7.7% |
| Q4 2020 | $4,526,000 | – | 81,195 | – | 3.89% | – |
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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% |