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 | $864,067 | -62.4% | 16,133 | -61.2% | 0.59% | -62.1% |
| Q2 2023 | $2,300,856 | +2.7% | 41,584 | +1.3% | 1.55% | -5.8% |
| Q1 2023 | $2,240,347 | +3.4% | 41,032 | +3.2% | 1.64% | -2.3% |
| Q4 2022 | $2,167,360 | -17.4% | 39,775 | -22.3% | 1.68% | -22.7% |
| Q3 2022 | $2,624,000 | -9.9% | 51,216 | -2.5% | 2.18% | -7.4% |
| Q2 2022 | $2,912,000 | -6.7% | 52,513 | +3.3% | 2.35% | +14.2% |
| Q1 2022 | $3,121,000 | +0.9% | 50,833 | +3.8% | 2.06% | +7.0% |
| Q4 2021 | $3,094,000 | +13.3% | 48,965 | +6.9% | 1.92% | +5.7% |
| Q3 2021 | $2,731,000 | +360.5% | 45,822 | +368.1% | 1.82% | +366.2% |
| Q2 2021 | $593,000 | – | 9,788 | – | 0.39% | – |
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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% |