J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,419,705 | +1.1% | 45,177 | +4.4% | 0.40% | +3.9% |
| Q2 2023 | $2,394,059 | +8.0% | 43,269 | +6.6% | 0.39% | -1.5% |
| Q1 2023 | $2,216,540 | +3.5% | 40,596 | +3.3% | 0.39% | -4.6% |
| Q4 2022 | $2,141,450 | -4.8% | 39,300 | -10.5% | 0.41% | -13.1% |
| Q3 2022 | $2,250,000 | +35.8% | 43,918 | +46.9% | 0.47% | +34.7% |
| Q2 2022 | $1,657,000 | +485.5% | 29,889 | +549.3% | 0.35% | +564.2% |
| Q1 2022 | $283,000 | +65.5% | 4,603 | +60.4% | 0.05% | +51.4% |
| Q3 2021 | $171,000 | – | 2,870 | – | 0.04% | – |
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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% |