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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,066,009 | -3.7% | 38,574 | -0.5% | 0.72% | -7.9% |
| Q2 2023 | $2,144,395 | +1.5% | 38,756 | +0.2% | 0.79% | -3.6% |
| Q1 2023 | $2,112,880 | +30.6% | 38,697 | +30.4% | 0.82% | +20.9% |
| Q4 2022 | $1,617,343 | -5.7% | 29,681 | -11.4% | 0.68% | -19.4% |
| Q3 2022 | $1,716,000 | -5.7% | 33,492 | +1.6% | 0.84% | -4.6% |
| Q2 2022 | $1,820,000 | -10.2% | 32,955 | -0.2% | 0.88% | -0.9% |
| Q1 2022 | $2,027,000 | +43.5% | 33,016 | +47.7% | 0.88% | +38.5% |
| Q4 2021 | $1,413,000 | +19.5% | 22,354 | +12.7% | 0.64% | +9.8% |
| Q3 2021 | $1,182,000 | +18.7% | 19,835 | +20.6% | 0.58% | +14.6% |
| Q2 2021 | $996,000 | +117.5% | 16,444 | +108.8% | 0.51% | +78.9% |
| Q1 2021 | $458,000 | – | 7,875 | – | 0.28% | – |
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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% |