J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,833 | +1.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $13,650 | +0.2% | 250 | 0.0% | 0.01% | +27.3% |
| Q4 2022 | $13,623 | +4.8% | 250 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $13,000 | -7.1% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -6.7% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $15,000 | -86.7% | 250 | -86.1% | 0.01% | -85.5% |
| Q4 2021 | $113,000 | -2.6% | 1,794 | -7.7% | 0.07% | -5.5% |
| Q3 2021 | $116,000 | -55.9% | 1,944 | -55.2% | 0.07% | -54.9% |
| Q2 2021 | $263,000 | – | 4,336 | – | 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% |