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 | $4,289,110 | +582.8% | 83,613 | +461.6% | 0.89% | +651.7% |
| Q2 2023 | $628,209 | +8.0% | 14,889 | +4.9% | 0.12% | 0.0% |
| Q1 2023 | $581,710 | +63.8% | 14,188 | +41.2% | 0.12% | +145.8% |
| Q4 2022 | $355,104 | +51.1% | 10,051 | +119.4% | 0.05% | -15.8% |
| Q3 2022 | $235,000 | +2250.0% | 4,582 | +2417.6% | 0.06% | +2750.0% |
| Q2 2022 | $10,000 | -94.8% | 182 | -94.0% | 0.00% | -93.8% |
| Q4 2021 | $193,000 | -29.6% | 3,050 | -33.7% | 0.03% | -34.7% |
| Q3 2021 | $274,000 | -1.8% | 4,600 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $279,000 | +45.3% | 4,600 | +39.4% | 0.05% | +15.9% |
| Q1 2021 | $192,000 | – | 3,300 | – | 0.04% | – |
Download | ||||||
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% |