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 | $99,657,500 | +33.5% | 1,860,688 | +37.9% | 0.14% | +37.3% |
| Q2 2023 | $74,668,320 | +96.3% | 1,349,482 | +93.7% | 0.10% | +85.5% |
| Q1 2023 | $38,044,504 | +65.5% | 696,788 | +65.2% | 0.06% | +57.1% |
| Q4 2022 | $22,986,678 | +23.5% | 421,857 | +16.2% | 0.04% | +16.7% |
| Q3 2022 | $18,606,000 | -15.8% | 363,193 | -8.8% | 0.03% | -14.3% |
| Q2 2022 | $22,085,000 | +30.2% | 398,304 | +44.2% | 0.04% | +52.2% |
| Q1 2022 | $16,957,000 | +71.8% | 276,159 | +76.8% | 0.02% | +76.9% |
| Q4 2021 | $9,871,000 | +106.5% | 156,218 | +94.9% | 0.01% | +85.7% |
| Q3 2021 | $4,779,000 | +276.3% | 80,165 | +282.4% | 0.01% | +250.0% |
| Q2 2021 | $1,270,000 | – | 20,966 | – | 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% |