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 | $1,152,704,044 | -7.2% | 21,521,734 | -4.1% | 0.13% | -5.9% |
| Q2 2023 | $1,242,175,300 | -14.4% | 22,450,304 | -15.5% | 0.14% | -23.7% |
| Q1 2023 | $1,450,958,922 | +136944.5% | 26,574,339 | +36.8% | 0.18% | +26.4% |
| Q4 2022 | $1,058,750 | -99.9% | 19,430,185 | +0.8% | 0.14% | -1.4% |
| Q3 2022 | $987,149,000 | +13.1% | 19,268,952 | +22.4% | 0.14% | +16.4% |
| Q2 2022 | $872,887,000 | -11.2% | 15,741,877 | -1.7% | 0.12% | +3.4% |
| Q1 2022 | $982,826,000 | -20.6% | 16,006,927 | -18.3% | 0.12% | -17.5% |
| Q4 2021 | $1,238,012,000 | +50.0% | 19,591,892 | +41.5% | 0.14% | +40.2% |
| Q3 2021 | $825,407,000 | +37.5% | 13,846,814 | +39.7% | 0.10% | +41.7% |
| Q2 2021 | $600,205,000 | +78.1% | 9,909,270 | +70.9% | 0.07% | +60.0% |
| Q1 2021 | $337,016,000 | +1850.0% | 5,798,611 | +1770.5% | 0.04% | +1400.0% |
| Q4 2020 | $17,283,000 | +0.2% | 310,000 | -4.6% | 0.00% | 0.0% |
| Q3 2020 | $17,251,000 | -3.2% | 325,000 | -7.1% | 0.00% | 0.0% |
| Q2 2020 | $17,827,000 | – | 350,000 | – | 0.00% | – |
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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% |