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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735,379 | -0.3% | 13,730 | +3.0% | 0.19% | +2.2% |
| Q2 2023 | $737,494 | -2.8% | 13,329 | -4.1% | 0.18% | -8.9% |
| Q1 2023 | $758,831 | +5.5% | 13,898 | +5.2% | 0.20% | -1.5% |
| Q4 2022 | $719,595 | +6.1% | 13,206 | -0.2% | 0.20% | -1.0% |
| Q3 2022 | $678,000 | -6.1% | 13,234 | +1.7% | 0.21% | -1.4% |
| Q2 2022 | $722,000 | +7.1% | 13,016 | +18.6% | 0.21% | +17.3% |
| Q1 2022 | $674,000 | +8.2% | 10,972 | +11.3% | 0.18% | +10.5% |
| Q4 2021 | $623,000 | – | 9,860 | – | 0.16% | – |
Download | ||||||
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% |