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 | $1,751,195,016 | +8.5% | 32,695,948 | +12.1% | 0.18% | +11.9% |
| Q2 2023 | $1,613,665,529 | +17.3% | 29,164,386 | +15.7% | 0.16% | +7.4% |
| Q1 2023 | $1,375,890,109 | +19.2% | 25,199,452 | +18.9% | 0.15% | +13.0% |
| Q4 2022 | $1,154,368,964 | +35.6% | 21,184,968 | +27.5% | 0.13% | +12.9% |
| Q3 2022 | $851,332,000 | +15.6% | 16,617,839 | +25.2% | 0.12% | +20.8% |
| Q2 2022 | $736,180,000 | +79.7% | 13,276,457 | +99.0% | 0.10% | +74.5% |
| Q1 2022 | $409,636,000 | +184.5% | 6,671,592 | +192.8% | 0.06% | +205.6% |
| Q4 2021 | $143,978,000 | +134458.9% | 2,278,488 | +126906.0% | 0.02% | – |
| Q3 2021 | $107,000 | +189.2% | 1,794 | +193.1% | 0.00% | – |
| Q2 2021 | $37,000 | – | 612 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 1,561,090 | $86,375,110 | 89.20% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 871,837 | $48,238,741 | 45.71% |
| Requisite Capital Management, LLC | 2,064,418 | $114,224,242 | 29.03% |
| Ergawealth Advisors, Inc. | 614,273 | $33,987,747 | 23.30% |
| Eaton Financial Holdings Company, LLC | 527,345 | $29,177,975 | 21.98% |
| Moss Adams Wealth Advisors LLC | 914,082 | $50,576,134 | 16.51% |
| American Planning Services, Inc. | 426,196 | $23,581,446 | 15.45% |
| Cornerstone Advisory, LLC | 1,542,509 | $85,347,034 | 14.99% |
| HILLTOP WEALTH ADVISORS, LLC | 355,588 | $19,674,682 | 14.51% |
| Lebenthal Global Advisors, LLC | 895,278 | $49,535,733 | 14.37% |