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 | $123,740 | +3.9% | 2,310 | +7.3% | 0.13% | +19.6% |
Q2 2023 | $119,129 | -12.8% | 2,153 | -14.0% | 0.11% | -50.5% |
Q1 2023 | $136,649 | +94.5% | 2,503 | +94.2% | 0.22% | +80.0% |
Q4 2022 | $70,253 | +4.9% | 1,289 | -0.7% | 0.12% | -81.4% |
Q3 2022 | $67,000 | -19.3% | 1,298 | -13.2% | 0.65% | -12.2% |
Q2 2022 | $83,000 | +6.4% | 1,496 | +17.3% | 0.74% | +894.6% |
Q1 2022 | $78,000 | -8.2% | 1,275 | -5.3% | 0.07% | +27.6% |
Q4 2021 | $85,000 | – | 1,346 | – | 0.06% | – |
Download |
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% |