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 | $2,061,254 | -13.3% | 38,485 | -10.5% | 0.13% | -7.0% |
| Q2 2023 | $2,378,769 | +104.3% | 42,992 | +101.6% | 0.14% | +88.2% |
| Q1 2023 | $1,164,607 | +20.3% | 21,330 | +20.0% | 0.08% | +5.6% |
| Q4 2022 | $968,233 | -29.4% | 17,769 | -33.6% | 0.07% | -45.9% |
| Q3 2022 | $1,371,000 | -2.1% | 26,762 | +6.0% | 0.13% | +0.8% |
| Q2 2022 | $1,400,000 | -29.8% | 25,244 | -22.2% | 0.13% | -15.4% |
| Q1 2022 | $1,993,000 | +2.4% | 32,460 | +5.3% | 0.16% | +5.4% |
| Q4 2021 | $1,947,000 | +91.8% | 30,814 | +81.0% | 0.15% | +39.6% |
| Q3 2021 | $1,015,000 | – | 17,023 | – | 0.11% | – |
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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% |