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 | $3,630,709 | -7.4% | 67,788 | -4.3% | 0.33% | -5.7% |
| Q2 2023 | $3,920,623 | -15.0% | 70,859 | -16.1% | 0.35% | -9.0% |
| Q1 2023 | $4,611,314 | +20.7% | 84,456 | +20.5% | 0.39% | +6.3% |
| Q4 2022 | $3,820,045 | +372.8% | 70,105 | +344.4% | 0.36% | +279.2% |
| Q3 2022 | $808,000 | +1.1% | 15,774 | +9.5% | 0.10% | +3.2% |
| Q2 2022 | $799,000 | -8.1% | 14,401 | +1.7% | 0.09% | +4.5% |
| Q1 2022 | $869,000 | +17.6% | 14,158 | +21.0% | 0.09% | +20.3% |
| Q4 2021 | $739,000 | +33.9% | 11,698 | +26.2% | 0.07% | +34.5% |
| Q3 2021 | $552,000 | +99.3% | 9,266 | +102.8% | 0.06% | +96.4% |
| Q2 2021 | $277,000 | – | 4,568 | – | 0.03% | – |
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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% |