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 | $723,060 | -3.2% | 13,500 | 0.0% | 0.68% | +0.4% |
| Q2 2023 | $746,955 | -5.7% | 13,500 | -6.9% | 0.68% | -9.2% |
| Q1 2023 | $791,700 | +0.2% | 14,500 | 0.0% | 0.75% | -5.6% |
| Q4 2022 | $790,105 | -11.9% | 14,500 | -17.1% | 0.79% | -7.4% |
| Q3 2022 | $897,000 | +7.8% | 17,500 | +16.7% | 0.85% | +1.1% |
| Q2 2022 | $832,000 | +50.5% | 15,000 | +66.7% | 0.84% | +68.3% |
| Q1 2022 | $553,000 | +94.7% | 9,000 | +100.0% | 0.50% | +100.0% |
| Q4 2021 | $284,000 | +6.0% | 4,500 | 0.0% | 0.25% | +5.9% |
| Q3 2021 | $268,000 | +8833.3% | 4,500 | +8900.0% | 0.24% | +7800.0% |
| Q2 2021 | $3,000 | – | 50 | – | 0.00% | – |
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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% |