J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
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 | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |