J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,820,771 | +1.4% | 33,995 | +4.8% | 0.64% | +7.1% |
| Q2 2023 | $1,795,339 | +9.9% | 32,448 | +8.4% | 0.59% | +7.8% |
| Q1 2023 | $1,633,971 | +14.7% | 29,926 | +14.5% | 0.55% | +8.0% |
| Q4 2022 | $1,424,505 | +43.3% | 26,143 | +34.7% | 0.51% | +37.1% |
| Q3 2022 | $994,000 | +36.2% | 19,407 | +47.3% | 0.37% | +48.2% |
| Q2 2022 | $730,000 | +779.5% | 13,173 | +875.8% | 0.25% | +945.8% |
| Q1 2022 | $83,000 | +25.8% | 1,350 | +28.6% | 0.02% | +26.3% |
| Q4 2021 | $66,000 | – | 1,050 | – | 0.02% | – |
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% |