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 | $1,011,481 | -1.7% | 18,885 | +1.6% | 0.39% | -0.8% |
| Q2 2023 | $1,028,751 | -0.4% | 18,593 | -1.7% | 0.39% | -15.3% |
| Q1 2023 | $1,033,251 | -3.4% | 18,924 | -3.6% | 0.46% | -9.6% |
| Q4 2022 | $1,069,693 | -6.2% | 19,631 | -11.9% | 0.51% | -0.8% |
| Q3 2022 | $1,141,000 | -9.9% | 22,279 | -2.4% | 0.51% | -1.2% |
| Q2 2022 | $1,266,000 | -13.6% | 22,831 | -4.4% | 0.52% | +5.7% |
| Q1 2022 | $1,466,000 | +16.8% | 23,887 | +20.3% | 0.49% | +32.8% |
| Q4 2021 | $1,255,000 | +40.2% | 19,860 | +32.2% | 0.37% | +25.9% |
| Q3 2021 | $895,000 | +25.7% | 15,020 | +27.7% | 0.29% | +28.5% |
| Q2 2021 | $712,000 | – | 11,761 | – | 0.23% | – |
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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% |