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 | $6,571,235 | +7.9% | 122,689 | +11.4% | 5.37% | +11.5% |
| Q2 2023 | $6,091,612 | -41.4% | 110,096 | -42.2% | 4.81% | -45.1% |
| Q1 2023 | $10,401,300 | -5.4% | 190,500 | -5.6% | 8.76% | -11.6% |
| Q4 2022 | $10,991,014 | +1.9% | 201,707 | -4.2% | 9.90% | -4.0% |
| Q3 2022 | $10,782,000 | +6.4% | 210,457 | +15.1% | 10.32% | +3.1% |
| Q2 2022 | $10,137,000 | +62.5% | 182,806 | +79.9% | 10.01% | +105.1% |
| Q1 2022 | $6,239,000 | – | 101,614 | – | 4.88% | – |
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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% |