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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,047,478 | +4.4% | 146,371 | +1.7% | 4.70% | -4.3% |
| Q3 2023 | $7,705,463 | -1.2% | 143,866 | +2.0% | 4.90% | -0.3% |
| Q2 2023 | $7,801,641 | +6.3% | 141,002 | +4.8% | 4.92% | -0.1% |
| Q1 2023 | $7,342,717 | +10.0% | 134,482 | +9.8% | 4.93% | +4.4% |
| Q4 2022 | $6,672,246 | +29.1% | 122,449 | +21.4% | 4.72% | +26.0% |
| Q3 2022 | $5,168,000 | +21.9% | 100,876 | +31.9% | 3.75% | +36.7% |
| Q2 2022 | $4,240,000 | +33.2% | 76,461 | +47.6% | 2.74% | +51.1% |
| Q1 2022 | $3,182,000 | +29.2% | 51,817 | +33.0% | 1.81% | +47.5% |
| Q4 2021 | $2,463,000 | +58.6% | 38,973 | +49.6% | 1.23% | +41.2% |
| Q3 2021 | $1,553,000 | – | 26,049 | – | 0.87% | – |
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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% |