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 | $3,210,119 | -1.9% | 59,935 | +1.3% | 2.71% | +3.1% |
| Q2 2023 | $3,272,548 | +0.1% | 59,146 | -1.2% | 2.62% | -3.5% |
| Q1 2023 | $3,269,994 | +18.0% | 59,890 | +17.8% | 2.72% | +14.8% |
| Q4 2022 | $2,770,980 | +10.1% | 50,853 | +3.5% | 2.37% | +3.1% |
| Q3 2022 | $2,517,000 | +25.3% | 49,135 | +35.6% | 2.30% | +33.0% |
| Q2 2022 | $2,008,000 | +1.5% | 36,225 | +11.7% | 1.73% | +7.3% |
| Q1 2022 | $1,979,000 | +31.4% | 32,440 | +36.1% | 1.61% | +31.6% |
| Q4 2021 | $1,506,000 | – | 23,844 | – | 1.22% | – |
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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% |