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 | $1,734,594 | -22.9% | 32,386 | -20.3% | 0.14% | -21.1% |
| Q2 2023 | $2,249,219 | +11.4% | 40,651 | +9.9% | 0.17% | +8.9% |
| Q1 2023 | $2,018,944 | +31.3% | 36,977 | +32.4% | 0.16% | +25.6% |
| Q4 2022 | $1,537,493 | +69.0% | 27,923 | +57.1% | 0.12% | +45.3% |
| Q3 2022 | $910,000 | -9.0% | 17,771 | -1.5% | 0.09% | +2.4% |
| Q2 2022 | $1,000,000 | +15.5% | 18,043 | +27.9% | 0.08% | +31.2% |
| Q1 2022 | $866,000 | -22.8% | 14,106 | -20.0% | 0.06% | 0.0% |
| Q4 2021 | $1,122,000 | +9.1% | 17,632 | +2.3% | 0.06% | +1.6% |
| Q3 2021 | $1,028,000 | +18.8% | 17,239 | +20.7% | 0.06% | +16.7% |
| Q2 2021 | $865,000 | +9.8% | 14,277 | +5.3% | 0.05% | -1.8% |
| Q1 2021 | $788,000 | +2.7% | 13,552 | -0.6% | 0.06% | -5.2% |
| Q4 2020 | $767,000 | – | 13,633 | – | 0.06% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 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% |