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 | $85,097,803 | -0.3% | 1,588,831 | +3.0% | 14.89% | -0.7% |
| Q2 2023 | $85,347,034 | +4.3% | 1,542,509 | +2.9% | 14.99% | +1.7% |
| Q1 2023 | $81,846,064 | +12.3% | 1,499,012 | +12.1% | 14.74% | +2.6% |
| Q4 2022 | $72,873,575 | +17.4% | 1,337,375 | +10.4% | 14.36% | +3.6% |
| Q3 2022 | $62,063,000 | +4.4% | 1,211,446 | +13.0% | 13.86% | +1.9% |
| Q2 2022 | $59,424,000 | -21.1% | 1,071,669 | -12.6% | 13.60% | +18.4% |
| Q1 2022 | $75,307,000 | +2.6% | 1,226,499 | +5.6% | 11.48% | +8.9% |
| Q4 2021 | $73,390,000 | +12.7% | 1,161,415 | +6.3% | 10.55% | -2.2% |
| Q3 2021 | $65,135,000 | +7.5% | 1,092,680 | +9.2% | 10.78% | +5.7% |
| Q2 2021 | $60,587,000 | +47.7% | 1,000,277 | +41.7% | 10.21% | +31.5% |
| Q1 2021 | $41,025,000 | +160.8% | 705,872 | +150.2% | 7.76% | +143.8% |
| Q4 2020 | $15,730,000 | +147.3% | 282,152 | +136.6% | 3.18% | +114.6% |
| Q3 2020 | $6,361,000 | +2424.2% | 119,269 | +2307.0% | 1.48% | +2148.5% |
| Q2 2020 | $252,000 | – | 4,955 | – | 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% |