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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,843 | +34.0% | 53,083 | +38.5% | 3.15% | +30.5% |
| Q2 2023 | $2,121 | +7.4% | 38,337 | +6.0% | 2.41% | +14.6% |
| Q1 2023 | $1,974 | +20.1% | 36,159 | +19.9% | 2.10% | +12.0% |
| Q4 2022 | $1,643 | -99.9% | 30,149 | +0.2% | 1.88% | +163.5% |
| Q3 2022 | $1,542,000 | -31.0% | 30,100 | -25.3% | 0.71% | +39.0% |
| Q2 2022 | $2,234,000 | +101.3% | 40,276 | +122.7% | 0.51% | +12.3% |
| Q1 2022 | $1,110,000 | – | 18,086 | – | 0.46% | – |
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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% |