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 | $1,031,833 | +36.5% | 19,265 | +41.0% | 0.83% | +44.5% |
Q2 2023 | $756,084 | -16.3% | 13,665 | -17.4% | 0.58% | -15.9% |
Q1 2023 | $903,466 | +411.4% | 16,547 | +410.4% | 0.69% | +457.7% |
Q4 2022 | $176,657 | +26.2% | 3,242 | +18.9% | 0.12% | +20.6% |
Q3 2022 | $140,000 | -7.9% | 2,727 | -0.9% | 0.10% | -1.9% |
Q2 2022 | $152,000 | -22.1% | 2,752 | -20.6% | 0.10% | -18.1% |
Q1 2022 | $195,000 | – | 3,467 | – | 0.13% | – |
Download |
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% |