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 | $5,468,047 | +110.8% | 102,092 | +117.8% | 3.53% | +118.3% |
| Q2 2023 | $2,594,038 | +14.3% | 46,883 | +12.8% | 1.62% | +10.4% |
| Q1 2023 | $2,268,741 | +5.7% | 41,552 | +5.5% | 1.47% | +0.5% |
| Q4 2022 | $2,145,934 | +23.0% | 39,382 | +16.1% | 1.46% | +12.6% |
| Q3 2022 | $1,745,000 | +3.2% | 33,932 | +11.1% | 1.30% | +8.0% |
| Q2 2022 | $1,691,000 | +28.5% | 30,544 | +42.7% | 1.20% | +41.4% |
| Q1 2022 | $1,316,000 | – | 21,402 | – | 0.85% | – |
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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% |