J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 454 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.8%.
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 | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |