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 | $67,801,821 | +5.3% | 1,265,904 | +8.7% | 0.26% | +4.8% |
| Q2 2023 | $64,416,059 | +199962.3% | 1,164,215 | +97.4% | 0.25% | +81.2% |
| Q1 2023 | $32,198 | +29.4% | 589,716 | +29.2% | 0.14% | +10.4% |
| Q4 2022 | $24,880 | -99.9% | 456,609 | +29.6% | 0.12% | +34.4% |
| Q3 2022 | $18,051,000 | +79.3% | 352,371 | +94.0% | 0.09% | +72.2% |
| Q2 2022 | $10,070,000 | +46.1% | 181,613 | +61.8% | 0.05% | +63.6% |
| Q1 2022 | $6,891,000 | +43.0% | 112,241 | +47.1% | 0.03% | +50.0% |
| Q4 2021 | $4,820,000 | +65.9% | 76,277 | +56.4% | 0.02% | +46.7% |
| Q3 2021 | $2,906,000 | +65.9% | 48,755 | +68.5% | 0.02% | +50.0% |
| Q2 2021 | $1,752,000 | +86.6% | 28,937 | +78.9% | 0.01% | +66.7% |
| Q1 2021 | $939,000 | – | 16,172 | – | 0.01% | – |
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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% |