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 | $6,229,707 | +18.3% | 116,248 | +20.5% | 6.01% | +14.3% |
| Q2 2023 | $5,264,690 | +17.4% | 96,476 | +17.8% | 5.26% | +8.0% |
| Q1 2023 | $4,486,003 | +161.7% | 81,891 | +162.8% | 4.87% | +122.9% |
| Q4 2022 | $1,714,203 | +97.7% | 31,156 | +86.6% | 2.18% | +78.2% |
| Q3 2022 | $867,000 | +87.7% | 16,695 | +107.6% | 1.22% | +101.5% |
| Q2 2022 | $462,000 | -36.5% | 8,040 | -32.6% | 0.61% | -34.8% |
| Q1 2022 | $728,000 | – | 11,934 | – | 0.93% | – |
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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% |