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 | $3,406,630 | -45.5% | 63,604 | -43.7% | 0.25% | +4.2% |
| Q2 2023 | $6,251,449 | +46.0% | 112,985 | +44.1% | 0.24% | +28.6% |
| Q1 2023 | $4,280,804 | +32.5% | 78,403 | +32.2% | 0.18% | +17.8% |
| Q4 2022 | $3,231,529 | +9.5% | 59,305 | +3.0% | 0.16% | -4.3% |
| Q3 2022 | $2,951,000 | +32.3% | 57,603 | +43.2% | 0.16% | +29.1% |
| Q2 2022 | $2,231,000 | +18.6% | 40,231 | +31.3% | 0.13% | +19.8% |
| Q1 2022 | $1,881,000 | -10.4% | 30,636 | -7.8% | 0.11% | -10.2% |
| Q4 2021 | $2,100,000 | +65.0% | 33,235 | +55.6% | 0.12% | +37.2% |
| Q3 2021 | $1,273,000 | +353.0% | 21,359 | +360.4% | 0.09% | +330.0% |
| Q2 2021 | $281,000 | – | 4,639 | – | 0.02% | – |
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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% |