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 | $7,812,904 | +28.2% | 145,872 | +32.4% | 6.00% | +27.7% |
| Q2 2023 | $6,096,370 | +4.5% | 110,182 | +3.1% | 4.70% | -1.8% |
| Q1 2023 | $5,833,300 | +14.5% | 106,837 | +14.3% | 4.78% | -10.5% |
| Q4 2022 | $5,094,216 | +13.5% | 93,489 | +6.7% | 5.34% | +3.1% |
| Q3 2022 | $4,490,000 | -5.1% | 87,641 | +2.7% | 5.18% | +1.7% |
| Q2 2022 | $4,732,000 | -33.6% | 85,341 | -26.5% | 5.10% | -25.9% |
| Q1 2022 | $7,127,000 | +16.7% | 116,067 | +20.1% | 6.88% | +7.8% |
| Q4 2021 | $6,108,000 | – | 96,655 | – | 6.38% | – |
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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% |