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 | $602,185,041 | -2.2% | 11,243,186 | +1.0% | 0.18% | +4.1% |
| Q2 2023 | $615,765,736 | +7.8% | 11,128,967 | +6.3% | 0.17% | +3.0% |
| Q1 2023 | $571,405,044 | +18.9% | 10,465,293 | +18.6% | 0.16% | +13.9% |
| Q4 2022 | $480,704,245 | +29.9% | 8,821,880 | +22.2% | 0.14% | +19.0% |
| Q3 2022 | $369,991,000 | +49.7% | 7,222,129 | +62.0% | 0.12% | +59.2% |
| Q2 2022 | $247,137,000 | +32.2% | 4,456,939 | +46.4% | 0.08% | +58.3% |
| Q1 2022 | $186,893,000 | +61.7% | 3,043,879 | +66.4% | 0.05% | +65.5% |
| Q4 2021 | $115,571,000 | +138.3% | 1,828,950 | +124.8% | 0.03% | +163.6% |
| Q3 2021 | $48,490,000 | +1616233.3% | 813,459 | +1730663.8% | 0.01% | – |
| Q2 2021 | $3,000 | +200.0% | 47 | +113.6% | 0.00% | – |
| Q1 2021 | $1,000 | – | 22 | – | 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% |