J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558,654 | +2.0% | 29,101 | +5.4% | 0.10% | +7.7% |
| Q2 2023 | $1,527,457 | +15.0% | 27,606 | +13.5% | 0.09% | +1.1% |
| Q1 2023 | $1,328,418 | -3.3% | 24,330 | -2.5% | 0.09% | -10.9% |
| Q4 2022 | $1,373,488 | +10.9% | 24,944 | +3.2% | 0.10% | +9.8% |
| Q3 2022 | $1,238,000 | -8.0% | 24,172 | -0.4% | 0.09% | -5.2% |
| Q2 2022 | $1,345,000 | -13.3% | 24,264 | -4.0% | 0.10% | +10.2% |
| Q1 2022 | $1,551,000 | -3.9% | 25,264 | -1.1% | 0.09% | -3.3% |
| Q4 2021 | $1,614,000 | +4.1% | 25,543 | -1.8% | 0.09% | -11.7% |
| Q3 2021 | $1,551,000 | +18.8% | 26,024 | +20.7% | 0.10% | +13.2% |
| Q2 2021 | $1,306,000 | – | 21,555 | – | 0.09% | – |
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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% |