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 | $4,954 | +0.4% | 92,497 | +3.7% | 0.91% | +2.4% |
| Q2 2023 | $4,933 | +19.6% | 89,155 | +17.7% | 0.89% | +10.8% |
| Q1 2023 | $4,125 | +20.8% | 75,753 | +22.4% | 0.80% | +13.3% |
| Q4 2022 | $3,415 | -99.8% | 61,891 | +56.4% | 0.71% | +39.5% |
| Q3 2022 | $2,031,000 | +77.5% | 39,573 | +91.8% | 0.51% | +73.3% |
| Q2 2022 | $1,144,000 | +166.7% | 20,632 | +196.9% | 0.29% | +269.6% |
| Q1 2022 | $429,000 | – | 6,949 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |