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 | $114,438,106 | +0.2% | 2,136,634 | +3.5% | 29.07% | +0.1% |
| Q2 2023 | $114,224,242 | +1.4% | 2,064,418 | +0.0% | 29.03% | -16.4% |
| Q1 2023 | $112,685,792 | +9.6% | 2,063,842 | +11.7% | 34.71% | +5.6% |
| Q4 2022 | $102,828,726 | -0.5% | 1,848,356 | -8.4% | 32.88% | -5.7% |
| Q3 2022 | $103,365,000 | +5.1% | 2,017,658 | +13.8% | 34.88% | +6.8% |
| Q2 2022 | $98,318,000 | +9.1% | 1,773,089 | +20.8% | 32.66% | +18.1% |
| Q1 2022 | $90,139,000 | +39.3% | 1,468,063 | +44.4% | 27.65% | +37.9% |
| Q4 2021 | $64,695,000 | +54.9% | 1,016,571 | +45.1% | 20.06% | +126.8% |
| Q3 2021 | $41,766,000 | +3.8% | 700,659 | +5.5% | 8.84% | +27.5% |
| Q2 2021 | $40,219,000 | +59.3% | 664,007 | +52.9% | 6.94% | +17.9% |
| Q1 2021 | $25,246,000 | +24.9% | 434,372 | +20.9% | 5.88% | -8.0% |
| Q4 2020 | $20,221,000 | +4.6% | 359,355 | -0.8% | 6.40% | -5.5% |
| Q3 2020 | $19,324,000 | – | 362,343 | – | 6.77% | – |
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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% |