J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,443,448 | +6.4% | 176,315 | +9.9% | 2.15% | +15.7% |
| Q2 2023 | $8,873,530 | +10.2% | 160,375 | +8.7% | 1.86% | +3.4% |
| Q1 2023 | $8,054,270 | +0.1% | 147,514 | -0.1% | 1.80% | -7.8% |
| Q4 2022 | $8,047,307 | +29.5% | 147,684 | +21.8% | 1.95% | +15.7% |
| Q3 2022 | $6,214,000 | +529.6% | 121,290 | +581.4% | 1.69% | +529.5% |
| Q2 2022 | $987,000 | -9.7% | 17,800 | 0.0% | 0.27% | +2.7% |
| Q1 2022 | $1,093,000 | +1.8% | 17,800 | +4.7% | 0.26% | -2.2% |
| Q4 2021 | $1,074,000 | +4.3% | 17,000 | 0.0% | 0.27% | -8.9% |
| Q2 2021 | $1,030,000 | – | 17,000 | – | 0.29% | – |
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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% |