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 | $1,751,195,016 | +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 ↓ |
|---|---|---|---|
| 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% |