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 | $2,204,522 | +42.8% | 41,160 | +47.5% | 0.67% | +42.2% |
| Q2 2023 | $1,543,456 | +12.3% | 27,896 | +10.8% | 0.47% | -0.6% |
| Q1 2023 | $1,374,742 | +6.7% | 25,179 | +6.5% | 0.48% | -12.8% |
| Q4 2022 | $1,288,160 | +27.7% | 23,640 | +19.9% | 0.54% | +12.4% |
| Q3 2022 | $1,009,000 | +7.7% | 19,710 | +16.6% | 0.48% | +16.0% |
| Q2 2022 | $937,000 | -99.9% | 16,900 | +9.8% | 0.42% | +24.4% |
| Q1 2022 | $945,179,000 | +99392.5% | 15,393 | +2.4% | 0.34% | -8.9% |
| Q4 2021 | $950,000 | +18.3% | 15,039 | +11.5% | 0.37% | +18.3% |
| Q3 2021 | $803,000 | – | 13,485 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |