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 | $11,233,182 | -3.1% | 209,731 | +0.1% | 1.57% | +2.8% |
| Q2 2023 | $11,596,382 | +1.4% | 209,586 | +0.1% | 1.53% | -1.0% |
| Q1 2023 | $11,435,556 | +17.5% | 209,481 | +17.3% | 1.55% | +14.1% |
| Q4 2022 | $9,729,175 | +87.4% | 178,550 | +76.2% | 1.36% | +71.1% |
| Q3 2022 | $5,191,000 | -2.8% | 101,345 | +5.2% | 0.79% | +3.5% |
| Q2 2022 | $5,342,000 | -9.7% | 96,345 | 0.0% | 0.76% | +4.8% |
| Q1 2022 | $5,916,000 | +0.5% | 96,345 | +3.4% | 0.73% | +7.5% |
| Q4 2021 | $5,886,000 | +6.0% | 93,160 | +0.0% | 0.68% | +0.3% |
| Q3 2021 | $5,552,000 | -1.7% | 93,135 | -0.1% | 0.68% | +1.5% |
| Q2 2021 | $5,648,000 | +44.5% | 93,270 | +38.7% | 0.67% | +36.7% |
| Q1 2021 | $3,909,000 | – | 67,270 | – | 0.49% | – |
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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% |