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 | $5,089,550 | -0.5% | 95,025 | +2.8% | 1.37% | +4.5% |
| Q2 2023 | $5,112,851 | +6.9% | 92,406 | +5.5% | 1.31% | +6.8% |
| Q1 2023 | $4,784,147 | +13.1% | 87,622 | +12.9% | 1.22% | +7.9% |
| Q4 2022 | $4,230,115 | +8.9% | 77,631 | +2.4% | 1.14% | +2.0% |
| Q3 2022 | $3,884,000 | +60.0% | 75,806 | +73.1% | 1.11% | +67.6% |
| Q2 2022 | $2,428,000 | +79.7% | 43,786 | +99.0% | 0.66% | +106.2% |
| Q1 2022 | $1,351,000 | +4.2% | 22,006 | +7.3% | 0.32% | +9.9% |
| Q4 2021 | $1,296,000 | +13.5% | 20,505 | +7.0% | 0.29% | +5.4% |
| Q3 2021 | $1,142,000 | -0.8% | 19,166 | +0.9% | 0.28% | 0.0% |
| Q2 2021 | $1,151,000 | +14.9% | 18,995 | +10.2% | 0.28% | +8.6% |
| Q1 2021 | $1,002,000 | +121.2% | 17,236 | +112.2% | 0.26% | +109.8% |
| Q4 2020 | $453,000 | +7.3% | 8,123 | +2.7% | 0.12% | -1.6% |
| Q3 2020 | $422,000 | – | 7,910 | – | 0.12% | – |
Download | ||||||
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% |