J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,257,007 | +0.3% | 191,505 | +3.6% | 2.47% | -0.1% |
| Q2 2023 | $10,224,946 | +19.7% | 184,799 | +17.3% | 2.47% | +9.5% |
| Q1 2023 | $8,542,146 | +11.1% | 157,575 | +11.6% | 2.26% | +11.1% |
| Q4 2022 | $7,690,821 | +7.1% | 141,142 | +0.7% | 2.03% | -4.8% |
| Q3 2022 | $7,179,000 | -6.8% | 140,136 | +4.5% | 2.13% | +8.6% |
| Q2 2022 | $7,704,000 | +156.9% | 134,149 | +174.7% | 1.96% | +173.6% |
| Q1 2022 | $2,999,000 | +1.5% | 48,836 | +4.4% | 0.72% | -15.0% |
| Q4 2021 | $2,955,000 | +27.7% | 46,762 | +20.5% | 0.84% | +11.5% |
| Q3 2021 | $2,314,000 | +1017.9% | 38,822 | +1036.5% | 0.76% | +997.1% |
| Q2 2021 | $207,000 | – | 3,416 | – | 0.07% | – |
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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% |