J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,295,989 | +15.5% | 23,572 | +12.6% | 0.57% | +11.2% |
| Q3 2023 | $1,121,654 | +19.5% | 20,942 | +23.4% | 0.51% | +26.5% |
| Q2 2023 | $938,784 | +30.7% | 16,967 | +29.0% | 0.40% | +29.9% |
| Q1 2023 | $718,318 | +128171.1% | 13,156 | +28.1% | 0.31% | +32.3% |
| Q4 2022 | $560 | -99.8% | 10,268 | +66.5% | 0.24% | +59.9% |
| Q3 2022 | $316,000 | – | 6,167 | – | 0.15% | – |
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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% |