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 | $3,644,539 | -4.5% | 68,046 | -1.4% | 0.60% | -1.2% |
| Q2 2023 | $3,817,336 | +6.7% | 68,992 | +5.3% | 0.60% | -3.8% |
| Q1 2023 | $3,577,396 | +8.7% | 65,520 | +8.4% | 0.63% | -4.8% |
| Q4 2022 | $3,292,063 | -1.6% | 60,416 | -7.5% | 0.66% | -9.1% |
| Q3 2022 | $3,346,000 | -9.3% | 65,319 | -1.8% | 0.73% | -7.2% |
| Q2 2022 | $3,688,000 | -7.3% | 66,510 | +2.6% | 0.78% | +8.6% |
| Q1 2022 | $3,978,000 | +7.5% | 64,794 | +10.7% | 0.72% | +10.3% |
| Q4 2021 | $3,699,000 | +26.8% | 58,536 | +19.6% | 0.65% | +13.4% |
| Q3 2021 | $2,918,000 | +1191.2% | 48,951 | +1212.4% | 0.58% | +1180.0% |
| Q2 2021 | $226,000 | – | 3,730 | – | 0.04% | – |
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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% |