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 | $418,464 | +486.9% | 7,813 | +406.0% | 0.00% | – |
| Q2 2023 | $71,302 | -94.7% | 1,544 | -93.8% | 0.00% | -100.0% |
| Q4 2022 | $1,350,644 | -60.4% | 24,787 | -62.8% | 0.01% | -65.0% |
| Q3 2022 | $3,414,000 | +117.0% | 66,634 | +134.9% | 0.02% | +66.7% |
| Q2 2022 | $1,573,000 | -69.4% | 28,365 | -66.1% | 0.01% | -72.7% |
| Q1 2022 | $5,142,000 | -47.3% | 83,754 | -45.8% | 0.04% | -41.3% |
| Q4 2021 | $9,756,000 | +47.3% | 154,399 | +39.0% | 0.08% | -9.6% |
| Q3 2021 | $6,623,000 | +4257.2% | 111,099 | +4321.0% | 0.08% | +4050.0% |
| Q2 2021 | $152,000 | – | 2,513 | – | 0.00% | – |
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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% |