J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 831 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,293,814 | -3.0% | 42,827 | +0.2% | 1.04% | -1.9% |
Q2 2023 | $2,363,864 | +43.7% | 42,723 | +41.8% | 1.06% | +26.5% |
Q1 2023 | $1,645,262 | +87.3% | 30,133 | +86.9% | 0.84% | +65.8% |
Q4 2022 | $878,324 | +13.9% | 16,119 | +7.0% | 0.51% | +9.1% |
Q3 2022 | $771,000 | -11.5% | 15,060 | -4.1% | 0.46% | -6.8% |
Q2 2022 | $871,000 | +52.5% | 15,710 | +68.7% | 0.50% | +83.8% |
Q1 2022 | $571,000 | +151.5% | 9,310 | +158.1% | 0.27% | +158.1% |
Q4 2021 | $227,000 | – | 3,607 | – | 0.10% | – |
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% |