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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,283 | +288.6% | 15,222 | +301.4% | 0.28% | +295.8% |
| Q2 2023 | $209,813 | -64.7% | 3,792 | -65.2% | 0.07% | -65.0% |
| Q1 2023 | $594,985 | -7.3% | 10,897 | -7.5% | 0.21% | -12.7% |
| Q4 2022 | $641,759 | -25.1% | 11,778 | -29.6% | 0.24% | -34.8% |
| Q3 2022 | $857,000 | +41.0% | 16,723 | +52.5% | 0.36% | +44.8% |
| Q2 2022 | $608,000 | +56.3% | 10,963 | +72.8% | 0.25% | +58.2% |
| Q1 2022 | $389,000 | -15.6% | 6,344 | -14.0% | 0.16% | -13.2% |
| Q4 2021 | $461,000 | +65.2% | 7,381 | +58.9% | 0.18% | +54.2% |
| Q3 2021 | $279,000 | +4.9% | 4,646 | +3.4% | 0.12% | +1.7% |
| Q1 2021 | $266,000 | +8.6% | 4,494 | +1.7% | 0.12% | -5.7% |
| Q4 2020 | $245,000 | – | 4,420 | – | 0.12% | – |
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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% |