J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,184 | -26.1% | 8,909 | -23.6% | 0.01% | -25.0% |
| Q2 2023 | $645,553 | +8.5% | 11,667 | +7.0% | 0.01% | -7.7% |
| Q1 2023 | $595,085 | +14.6% | 10,899 | +14.4% | 0.01% | 0.0% |
| Q4 2022 | $519,102 | +104.4% | 9,526 | +92.3% | 0.01% | +85.7% |
| Q3 2022 | $254,000 | -53.4% | 4,955 | -49.6% | 0.01% | -53.3% |
| Q2 2022 | $545,000 | -25.9% | 9,836 | -17.8% | 0.02% | -21.1% |
| Q1 2022 | $735,000 | +218.2% | 11,970 | +226.9% | 0.02% | +216.7% |
| Q4 2021 | $231,000 | – | 3,662 | – | 0.01% | – |
Download | ||||||
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% |