J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,655 | +5.6% | 6,715 | +9.1% | 0.08% | +6.8% |
| Q2 2023 | $340,556 | +15.4% | 6,155 | +13.9% | 0.07% | +10.4% |
| Q1 2023 | $295,113 | +14.1% | 5,405 | +13.9% | 0.07% | -6.9% |
| Q4 2022 | $258,555 | -99.9% | 4,745 | 0.0% | 0.07% | +5.9% |
| Q3 2022 | $243,086,000 | +60671.5% | 4,745 | -27.2% | 0.07% | -10.5% |
| Q1 2022 | $400,000 | +14.9% | 6,515 | +19.2% | 0.08% | +20.6% |
| Q4 2021 | $348,000 | -99.9% | 5,465 | +9.8% | 0.06% | -33.0% |
| Q3 2021 | $296,560,000 | +32.3% | 4,975 | +34.5% | 0.09% | +42.4% |
| Q2 2021 | $224,109,000 | – | 3,700 | – | 0.07% | – |
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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% |