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 | $7,612,562 | -60.0% | 142,131 | -58.7% | 1.08% | -64.5% |
| Q2 2023 | $19,026,667 | +171.2% | 343,876 | +167.7% | 3.05% | +143.5% |
| Q1 2023 | $7,014,899 | +19.0% | 128,478 | +20.0% | 1.25% | +17.3% |
| Q4 2022 | $5,895,349 | +42.1% | 107,062 | +32.2% | 1.07% | +0.9% |
| Q3 2022 | $4,148,000 | +12.3% | 80,966 | +21.5% | 1.06% | +16.3% |
| Q2 2022 | $3,694,000 | +57.9% | 66,624 | +74.8% | 0.91% | +143.7% |
| Q1 2022 | $2,340,000 | – | 38,104 | – | 0.37% | – |
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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% |