J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 636 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $443,232 | +45.0% | 8,275 | +49.8% | 0.22% | +49.7% |
Q2 2023 | $305,657 | +37.2% | 5,524 | +35.4% | 0.15% | +26.3% |
Q1 2023 | $222,848 | +22.9% | 4,081 | +22.7% | 0.12% | +12.4% |
Q4 2022 | $181,264 | +88.8% | 3,327 | +77.7% | 0.10% | +87.5% |
Q3 2022 | $96,000 | +108.7% | 1,872 | +126.4% | 0.06% | +93.1% |
Q2 2022 | $46,000 | +130.0% | 827 | +158.4% | 0.03% | +190.0% |
Q1 2022 | $20,000 | 0.0% | 320 | 0.0% | 0.01% | +11.1% |
Q4 2021 | $20,000 | +5.3% | 320 | 0.0% | 0.01% | -25.0% |
Q3 2021 | $19,000 | – | 320 | – | 0.01% | – |
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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% |