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 | $4,191,044 | -28.1% | 78,250 | -25.7% | 1.16% | -27.3% |
| Q2 2023 | $5,830,845 | -0.3% | 105,383 | -1.7% | 1.60% | -4.5% |
| Q1 2023 | $5,851,056 | -6.6% | 107,162 | -6.8% | 1.67% | -17.5% |
| Q4 2022 | $6,263,169 | +18.3% | 114,942 | +11.2% | 2.03% | -11.4% |
| Q3 2022 | $5,295,000 | -0.2% | 103,353 | +8.0% | 2.29% | -5.4% |
| Q2 2022 | $5,307,000 | -8.2% | 95,712 | +1.7% | 2.42% | +41.2% |
| Q1 2022 | $5,780,000 | -45.1% | 94,133 | -43.5% | 1.72% | -43.4% |
| Q4 2021 | $10,537,000 | +67.4% | 166,751 | +58.0% | 3.03% | +53.2% |
| Q3 2021 | $6,293,000 | -21.8% | 105,572 | -20.5% | 1.98% | -17.3% |
| Q2 2021 | $8,045,000 | +75.9% | 132,820 | +68.8% | 2.39% | +64.3% |
| Q1 2021 | $4,573,000 | +175.2% | 78,678 | +163.9% | 1.46% | +172.5% |
| Q4 2020 | $1,662,000 | – | 29,814 | – | 0.53% | – |
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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% |