J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 521 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,957,861 | +71.9% | 57,370 | +37.9% | 0.42% | +77.4% |
| Q2 2023 | $2,302,728 | +1101.4% | 41,617 | +121.0% | 0.23% | +2027.3% |
| Q1 2023 | $191,665 | -86.7% | 18,834 | -29.0% | 0.01% | -83.1% |
| Q4 2022 | $1,444,637 | +1800.8% | 26,512 | +1696.2% | 0.06% | +1525.0% |
| Q3 2022 | $76,000 | +153.3% | 1,476 | +173.3% | 0.00% | +33.3% |
| Q2 2022 | $30,000 | -70.9% | 540 | -68.0% | 0.00% | -50.0% |
| Q1 2022 | $103,000 | +3333.3% | 1,685 | +3020.4% | 0.01% | – |
| Q4 2021 | $3,000 | – | 54 | – | 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% |