J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,542,028 | -29.4% | 47,461 | -27.1% | 0.62% | -24.0% |
| Q2 2023 | $3,600,098 | -26.5% | 65,066 | -27.5% | 0.81% | -31.3% |
| Q1 2023 | $4,900,019 | +11.6% | 89,744 | +11.4% | 1.18% | +9.6% |
| Q4 2022 | $4,388,917 | +13.5% | 80,545 | +6.7% | 1.08% | +6.9% |
| Q3 2022 | $3,866,000 | -7.3% | 75,471 | +0.3% | 1.01% | +31.5% |
| Q2 2022 | $4,172,000 | +7.2% | 75,232 | +18.7% | 0.77% | +15.7% |
| Q1 2022 | $3,892,000 | +28.8% | 63,394 | +25.1% | 0.66% | +21.5% |
| Q3 2021 | $3,021,000 | +113.8% | 50,686 | +117.2% | 0.54% | +105.7% |
| Q2 2021 | $1,413,000 | +639.8% | 23,333 | +609.6% | 0.26% | +562.5% |
| Q1 2021 | $191,000 | – | 3,288 | – | 0.04% | – |
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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% |