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 | $6,122,216 | -0.3% | 114,306 | +3.0% | 1.62% | -0.1% |
| Q2 2023 | $6,141,045 | +27.7% | 110,989 | +26.0% | 1.62% | +20.5% |
| Q1 2023 | $4,810,260 | +15.0% | 88,100 | +14.8% | 1.35% | +7.8% |
| Q4 2022 | $4,181,726 | +33.2% | 76,743 | +25.2% | 1.25% | +23.6% |
| Q3 2022 | $3,139,000 | +196.1% | 61,276 | +220.6% | 1.01% | +204.8% |
| Q2 2022 | $1,060,000 | -99.8% | 19,110 | +108.6% | 0.33% | +107.5% |
| Q1 2022 | $562,000,000 | – | 9,159 | – | 0.16% | – |
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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% |