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 | $8,866,740 | +16.1% | 165,548 | +20.0% | 0.07% | +19.6% |
| Q2 2023 | $7,635,144 | +55.0% | 137,993 | +52.9% | 0.06% | +43.6% |
| Q1 2023 | $4,926,447 | +50.1% | 90,228 | +49.8% | 0.04% | +44.4% |
| Q4 2022 | $3,282,000 | +37.3% | 60,225 | +29.1% | 0.03% | +28.6% |
| Q3 2022 | $2,390,000 | +0.8% | 46,648 | +9.0% | 0.02% | +10.5% |
| Q2 2022 | $2,372,000 | +78.6% | 42,780 | +97.8% | 0.02% | +111.1% |
| Q1 2022 | $1,328,000 | -7.7% | 21,631 | -5.0% | 0.01% | 0.0% |
| Q4 2021 | $1,439,000 | +155.1% | 22,766 | +140.5% | 0.01% | +125.0% |
| Q3 2021 | $564,000 | – | 9,465 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 665,818 | $36,353,662 | 37.56% |
| Requisite Capital Management, LLC | 2,063,842 | $112,685,792 | 34.71% |
| Ergawealth Advisors, Inc. | 490,522 | $26,782,508 | 21.80% |
| Eaton Financial Holdings Company, LLC | 499,960 | $27,297,810 | 21.35% |
| Moss Adams Wealth Advisors LLC | 877,222 | $47,896,336 | 16.32% |
| American Planning Services, Inc. | 423,419 | $23,118,698 | 15.68% |
| Lebenthal Global Advisors, LLC | 910,780 | $49,728,601 | 15.23% |
| Financial Services Advisory Inc | 416,478 | $22,739,699 | 14.90% |
| Cornerstone Advisory, LLC | 1,499,012 | $81,846,064 | 14.74% |
| Leverty Financial Group, LLC | 599,512 | $32,733,358 | 12.85% |