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 | $5,116,406 | +6.0% | 95,527 | +10.5% | 1.03% | +11.8% |
| Q2 2023 | $4,829,073 | +9.7% | 86,419 | +7.2% | 0.92% | +1.4% |
| Q1 2023 | $4,401,504 | +18.0% | 80,614 | +17.8% | 0.91% | +12.9% |
| Q4 2022 | $3,729,984 | -1.6% | 68,453 | -7.5% | 0.81% | -5.3% |
| Q3 2022 | $3,792,000 | -9.3% | 74,022 | -1.8% | 0.85% | -7.5% |
| Q2 2022 | $4,181,000 | -13.1% | 75,403 | -3.7% | 0.92% | -1.6% |
| Q1 2022 | $4,809,000 | – | 78,316 | – | 0.94% | – |
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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% |