J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,632 | -3.2% | 4,082 | 0.0% | 0.13% | -4.5% |
| Q2 2023 | $225,857 | -6.6% | 4,082 | -7.8% | 0.13% | -14.6% |
| Q1 2023 | $241,769 | -27.7% | 4,428 | -27.9% | 0.16% | -19.9% |
| Q4 2022 | $334,569 | +6.2% | 6,140 | 0.0% | 0.20% | -10.1% |
| Q3 2022 | $315,000 | -22.2% | 6,140 | -15.9% | 0.22% | -17.7% |
| Q2 2022 | $405,000 | -31.6% | 7,300 | -24.3% | 0.26% | +2.3% |
| Q1 2022 | $592,000 | +42.7% | 9,638 | +46.7% | 0.26% | +37.0% |
| Q4 2021 | $415,000 | +82.8% | 6,569 | +72.2% | 0.19% | +64.3% |
| Q3 2021 | $227,000 | +3683.3% | 3,815 | +3715.0% | 0.12% | +2775.0% |
| Q4 2020 | $6,000 | – | 100 | – | 0.00% | – |
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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% |