J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $956,951 | -9.7% | 17,405 | -12.0% | 0.39% | -16.0% |
Q3 2023 | $1,059,722 | +0.4% | 19,786 | +3.7% | 0.46% | +2.0% |
Q2 2023 | $1,055,306 | +19.1% | 19,073 | +17.6% | 0.45% | +11.0% |
Q1 2023 | $885,834 | +1.9% | 16,224 | +1.7% | 0.41% | -3.1% |
Q4 2022 | $869,212 | +20.7% | 15,952 | +13.6% | 0.42% | +11.1% |
Q3 2022 | $720,000 | -8.0% | 14,047 | -0.6% | 0.38% | -4.3% |
Q2 2022 | $783,000 | +8.4% | 14,125 | +20.1% | 0.40% | +24.9% |
Q1 2022 | $722,000 | -1.8% | 11,760 | +1.1% | 0.32% | +1.3% |
Q4 2021 | $735,000 | +40.5% | 11,631 | +32.6% | 0.31% | +38.5% |
Q3 2021 | $523,000 | +85.5% | 8,772 | +88.4% | 0.23% | +89.9% |
Q2 2021 | $282,000 | +4.4% | 4,655 | +0.3% | 0.12% | -4.8% |
Q1 2021 | $270,000 | – | 4,642 | – | 0.12% | – |
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% |