J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,264,817 | +20.9% | 7,677,378 | +24.8% | 0.61% | -0.5% |
| Q2 2023 | $340,040,532 | +23.8% | 6,150,578 | +22.2% | 0.61% | +18.2% |
| Q1 2023 | $274,719,363 | +21.6% | 5,032,495 | +21.4% | 0.52% | +13.1% |
| Q4 2022 | $225,879,702 | +62.9% | 4,144,690 | +53.1% | 0.46% | +44.2% |
| Q3 2022 | $138,674,000 | +24.6% | 2,706,494 | +34.8% | 0.32% | +29.4% |
| Q2 2022 | $111,322,000 | +51.3% | 2,007,400 | +55.8% | 0.24% | +71.3% |
| Q1 2022 | $73,570,000 | +63.4% | 1,288,431 | +80.8% | 0.14% | +68.2% |
| Q4 2021 | $45,020,000 | +110.0% | 712,694 | +98.3% | 0.08% | +88.9% |
| Q3 2021 | $21,436,000 | +103.7% | 359,464 | +106.8% | 0.04% | +95.7% |
| Q2 2021 | $10,524,000 | +450.1% | 173,814 | +427.9% | 0.02% | +360.0% |
| Q1 2021 | $1,913,000 | +228.1% | 32,925 | +215.4% | 0.01% | +150.0% |
| Q4 2020 | $583,000 | +60.2% | 10,439 | +53.3% | 0.00% | +100.0% |
| Q3 2020 | $364,000 | +3540.0% | 6,809 | +3304.5% | 0.00% | – |
| Q2 2020 | $10,000 | – | 200 | – | 0.00% | – |
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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% |