J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,491,866 | -7.5% | 46,525 | -4.2% | 0.78% | -5.6% |
| Q2 2023 | $2,692,790 | -8.5% | 48,571 | -8.5% | 0.82% | -4.2% |
| Q1 2023 | $2,941,795 | -1.1% | 53,101 | -2.8% | 0.86% | -8.8% |
| Q4 2022 | $2,975,614 | +10.9% | 54,608 | +4.3% | 0.94% | +1.6% |
| Q3 2022 | $2,682,000 | +0.4% | 52,352 | +8.7% | 0.93% | +1.9% |
| Q2 2022 | $2,670,000 | -3.6% | 48,146 | +6.8% | 0.91% | +3.5% |
| Q1 2022 | $2,769,000 | +16.6% | 45,097 | +20.0% | 0.88% | +7.2% |
| Q4 2021 | $2,375,000 | +75.5% | 37,580 | +65.5% | 0.82% | +56.6% |
| Q3 2021 | $1,353,000 | +12200.0% | 22,704 | +11725.0% | 0.52% | +10400.0% |
| Q1 2021 | $11,000 | – | 192 | – | 0.01% | – |
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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% |