J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,954 | -3.2% | 11,855 | 0.0% | 0.16% | -1.9% |
| Q2 2023 | $655,937 | +13.7% | 11,855 | +12.2% | 0.16% | +6.8% |
| Q1 2023 | $576,958 | +45.6% | 10,567 | +45.3% | 0.15% | +35.8% |
| Q4 2022 | $396,306 | +37.6% | 7,273 | +29.3% | 0.11% | +10.1% |
| Q3 2022 | $288,000 | +37.8% | 5,624 | +49.2% | 0.10% | +83.3% |
| Q2 2022 | $209,000 | -9.5% | 3,769 | 0.0% | 0.05% | -10.0% |
| Q1 2022 | $231,000 | – | 3,769 | – | 0.06% | – |
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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% |