J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,741,890 | -19.9% | 592,642 | -17.2% | 0.65% | -16.8% |
| Q2 2023 | $39,611,398 | +151.1% | 715,912 | +147.8% | 0.78% | +20.3% |
| Q1 2023 | $15,777,240 | -58.4% | 288,960 | -58.5% | 0.65% | -55.0% |
| Q4 2022 | $37,964,848 | +200.2% | 696,731 | +182.3% | 1.44% | +98.2% |
| Q3 2022 | $12,646,000 | +0.1% | 246,847 | +8.4% | 0.73% | -3.6% |
| Q2 2022 | $12,629,000 | +1191.3% | 227,763 | +1371.7% | 0.75% | +1296.3% |
| Q1 2022 | $978,000 | -57.9% | 15,476 | -57.9% | 0.05% | -56.5% |
| Q4 2021 | $2,321,000 | +34.8% | 36,727 | +27.1% | 0.12% | +14.8% |
| Q3 2021 | $1,722,000 | -36.1% | 28,887 | -35.0% | 0.11% | -30.8% |
| Q2 2021 | $2,693,000 | -2.5% | 44,462 | -6.4% | 0.16% | -21.6% |
| Q1 2021 | $2,761,000 | +1.9% | 47,510 | -2.2% | 0.20% | -4.8% |
| Q4 2020 | $2,709,000 | +711.1% | 48,583 | +675.3% | 0.21% | +646.4% |
| Q3 2020 | $334,000 | – | 6,266 | – | 0.03% | – |
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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% |