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 | $267,450 | -9.7% | 4,993 | -6.7% | 0.13% | -6.5% |
| Q2 2023 | $296,062 | +1.5% | 5,351 | +0.1% | 0.14% | -4.8% |
| Q1 2023 | $291,820 | +0.3% | 5,345 | +0.1% | 0.14% | -5.2% |
| Q4 2022 | $291,079 | -3.6% | 5,342 | -9.5% | 0.15% | -12.1% |
| Q3 2022 | $302,000 | -7.1% | 5,905 | +0.7% | 0.17% | -3.3% |
| Q2 2022 | $325,000 | -9.7% | 5,864 | +0.1% | 0.18% | +4.0% |
| Q1 2022 | $360,000 | +4.0% | 5,857 | +7.0% | 0.17% | +6.1% |
| Q4 2021 | $346,000 | – | 5,473 | – | 0.16% | – |
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% |