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 | $24,475,216 | -1.9% | 456,968 | +1.3% | 3.00% | -0.6% |
| Q2 2023 | $24,950,008 | +2.1% | 450,931 | +0.7% | 3.02% | -6.5% |
| Q1 2023 | $24,447,000 | +1.4% | 447,752 | +1.2% | 3.23% | -7.0% |
| Q4 2022 | $24,105,001 | +10.6% | 442,375 | +4.0% | 3.47% | +8.9% |
| Q3 2022 | $21,797,000 | +102.8% | 425,478 | +119.5% | 3.19% | +84.9% |
| Q2 2022 | $10,748,000 | -5.7% | 193,838 | +4.4% | 1.72% | +12.7% |
| Q1 2022 | $11,403,000 | – | 185,716 | – | 1.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |