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 | $1,933,492 | -8.7% | 36,100 | -5.6% | 2.38% | +2.4% |
| Q2 2023 | $2,116,721 | +6.2% | 38,256 | +4.8% | 2.33% | +1.0% |
| Q1 2023 | $1,992,226 | +22.9% | 36,488 | +22.7% | 2.30% | +30.9% |
| Q4 2022 | $1,620,573 | +14.9% | 29,741 | +8.1% | 1.76% | -3.1% |
| Q3 2022 | $1,410,000 | -0.1% | 27,513 | +8.1% | 1.82% | +11.0% |
| Q2 2022 | $1,411,000 | +3.4% | 25,446 | +14.5% | 1.64% | +25.9% |
| Q1 2022 | $1,365,000 | +47.9% | 22,228 | +52.2% | 1.30% | +57.1% |
| Q4 2021 | $923,000 | – | 14,609 | – | 0.83% | – |
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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% |