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 | $1,720,515 | -5.1% | 32,123 | -2.0% | 1.58% | -4.7% |
| Q2 2023 | $1,813,697 | +43.2% | 32,780 | +41.3% | 1.66% | +27.1% |
| Q1 2023 | $1,266,320 | +17.2% | 23,193 | +16.9% | 1.30% | +22.7% |
| Q4 2022 | $1,080,914 | +9.0% | 19,837 | +2.4% | 1.06% | +33.2% |
| Q3 2022 | $992,000 | +0.2% | 19,368 | +8.5% | 0.80% | -17.3% |
| Q2 2022 | $990,000 | +98.8% | 17,856 | +120.3% | 0.96% | +184.7% |
| Q1 2022 | $498,000 | +15.8% | 8,106 | +19.2% | 0.34% | +8.3% |
| Q4 2021 | $430,000 | +4.6% | 6,799 | -1.4% | 0.31% | +3.6% |
| Q3 2021 | $411,000 | +55.1% | 6,898 | +57.6% | 0.30% | +58.1% |
| Q2 2021 | $265,000 | – | 4,377 | – | 0.19% | – |
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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% |