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 | $418,258 | -4.4% | 7,809 | -1.2% | 0.42% | -11.3% |
| Q2 2023 | $437,515 | +14.8% | 7,907 | +13.2% | 0.48% | +7.0% |
| Q1 2023 | $381,193 | -32.2% | 6,982 | -32.4% | 0.44% | -27.9% |
| Q4 2022 | $562,609 | +12.3% | 10,325 | +5.6% | 0.62% | +20.3% |
| Q3 2022 | $501,000 | -9.4% | 9,775 | -2.0% | 0.51% | +5.1% |
| Q2 2022 | $553,000 | -2.3% | 9,975 | +8.1% | 0.49% | +14.8% |
| Q1 2022 | $566,000 | -14.9% | 9,225 | -12.4% | 0.42% | -12.0% |
| Q4 2021 | $665,000 | +6.1% | 10,525 | 0.0% | 0.48% | -4.9% |
| Q3 2021 | $627,000 | +77.6% | 10,525 | +80.7% | 0.51% | +77.6% |
| Q2 2021 | $353,000 | – | 5,825 | – | 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% |