J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 734 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,689,515 | +46.5% | 233,275 | +43.7% | 1.71% | +36.0% |
| Q1 2023 | $8,662,826 | +128.3% | 162,342 | +117.3% | 1.25% | +53.7% |
| Q3 2022 | $3,794,000 | +41.6% | 74,721 | +69.9% | 0.82% | +74.7% |
| Q4 2021 | $2,679,000 | +37.7% | 43,977 | +28.7% | 0.47% | +35.0% |
| Q3 2021 | $1,946,000 | +41.0% | 34,164 | +40.6% | 0.35% | +35.7% |
| Q2 2021 | $1,380,000 | +282.3% | 24,302 | +214.9% | 0.26% | +672.7% |
| Q1 2021 | $361,000 | – | 7,717 | – | 0.03% | – |
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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% |