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 | $669,232 | -9.0% | 12,495 | -6.0% | 0.08% | -7.0% |
| Q2 2023 | $735,317 | +24.9% | 13,290 | +23.3% | 0.09% | +17.8% |
| Q1 2023 | $588,489 | +3.6% | 10,778 | +3.3% | 0.07% | -2.7% |
| Q4 2022 | $568,311 | +0.2% | 10,430 | -5.7% | 0.08% | -12.8% |
| Q3 2022 | $567,000 | -56.8% | 11,059 | -53.2% | 0.09% | -56.1% |
| Q2 2022 | $1,311,000 | +37.0% | 23,638 | +51.7% | 0.20% | +48.5% |
| Q1 2022 | $957,000 | -2.7% | 15,583 | +0.0% | 0.13% | -3.6% |
| Q4 2021 | $984,000 | +45.3% | 15,578 | +37.1% | 0.14% | +29.2% |
| Q3 2021 | $677,000 | +114.9% | 11,361 | +118.6% | 0.11% | +107.8% |
| Q2 2021 | $315,000 | – | 5,197 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |