J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 385 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,945,338 | -4.1% | 54,991 | -0.9% | 0.12% | +13.6% |
| Q2 2023 | $3,070,117 | +8.8% | 55,487 | +7.4% | 0.11% | 0.0% |
| Q1 2023 | $2,821,820 | +49.6% | 51,682 | +49.3% | 0.11% | +39.2% |
| Q4 2022 | $1,886,193 | +16.7% | 34,615 | +9.7% | 0.08% | +8.2% |
| Q3 2022 | $1,616,000 | +18.3% | 31,563 | +28.1% | 0.07% | +19.7% |
| Q2 2022 | $1,366,000 | -17.7% | 24,644 | -8.9% | 0.06% | -7.6% |
| Q1 2022 | $1,660,000 | +109.1% | 27,046 | +115.1% | 0.07% | +61.0% |
| Q4 2021 | $794,000 | +18.2% | 12,576 | +13.4% | 0.04% | +20.6% |
| Q2 2021 | $671,910 | – | 11,093 | – | 0.03% | – |
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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% |