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 | $37,490,363 | -22.3% | 700,333 | -19.7% | 35.46% | -22.4% |
| Q2 2023 | $48,238,741 | +32.7% | 871,837 | +30.9% | 45.71% | +21.7% |
| Q1 2023 | $36,353,662 | +135.3% | 665,818 | +134.9% | 37.56% | +30.4% |
| Q4 2022 | $15,447,098 | +3771.5% | 283,485 | +3835.7% | 28.80% | +5962.7% |
| Q2 2022 | $399,000 | -83.2% | 7,203 | -81.4% | 0.48% | -77.6% |
| Q1 2022 | $2,377,000 | +6.6% | 38,716 | +9.8% | 2.12% | +15.9% |
| Q4 2021 | $2,229,000 | – | 35,268 | – | 1.83% | – |
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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% |