J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,828,579 | +1.3% | 146,165 | +4.6% | 0.28% | -7.3% |
| Q2 2023 | $7,730,619 | +13.2% | 139,718 | +11.7% | 0.30% | +5.6% |
| Q1 2023 | $6,831,907 | +11.6% | 125,127 | +11.4% | 0.29% | +7.9% |
| Q4 2022 | $6,120,949 | +10.9% | 112,332 | +4.3% | 0.27% | +1.5% |
| Q3 2022 | $5,518,000 | -6.2% | 107,707 | +1.5% | 0.26% | -6.8% |
| Q2 2022 | $5,883,000 | +58.0% | 106,098 | +80.0% | 0.28% | +81.3% |
| Q4 2021 | $3,724,000 | +5.9% | 58,935 | -0.0% | 0.16% | -7.2% |
| Q3 2021 | $3,515,000 | +799.0% | 58,960 | +811.7% | 0.17% | +778.9% |
| Q2 2021 | $391,000 | – | 6,467 | – | 0.02% | – |
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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% |