J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 156 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,489,477 | -2.1% | 396,780 | -0.0% | 1.06% | -8.7% |
| Q1 2024 | $22,968,821 | +12.7% | 396,974 | +7.1% | 1.16% | -2.9% |
| Q4 2023 | $20,383,310 | +11.4% | 370,740 | +8.5% | 1.19% | -11.4% |
| Q3 2023 | $18,293,820 | +17.4% | 341,558 | +21.3% | 1.35% | +21.4% |
| Q2 2023 | $15,578,759 | +63.7% | 281,561 | +61.5% | 1.11% | +63.7% |
| Q1 2023 | $9,519,181 | +69.8% | 174,344 | +69.5% | 0.68% | +57.3% |
| Q4 2022 | $5,605,708 | +11.5% | 102,875 | +4.9% | 0.43% | +2.9% |
| Q3 2022 | $5,026,000 | +37.6% | 98,109 | +48.9% | 0.42% | +44.0% |
| Q2 2022 | $3,653,000 | +208.5% | 65,876 | +241.5% | 0.29% | +268.4% |
| Q1 2022 | $1,184,000 | +4.8% | 19,291 | +7.8% | 0.08% | +6.8% |
| Q4 2021 | $1,130,000 | +75.5% | 17,888 | +68.3% | 0.07% | +45.1% |
| Q2 2021 | $644,000 | +89.4% | 10,631 | +81.9% | 0.05% | +54.5% |
| Q1 2021 | $340,000 | – | 5,844 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Enstar Group LTD | 1,539,025 | $87,231,937 | 24.96% |
| Requisite Capital Management, LLC | 1,670,568 | $94,687,782 | 21.43% |
| Melia Wealth LLC | 562,535 | $31,884,457 | 17.39% |
| Leverty Financial Group, LLC | 510,646 | $28,943,609 | 17.12% |
| Cornerstone Advisory, LLC | 1,719,378 | $97,454,312 | 13.71% |
| Horizon Advisory Services, Inc. | 472,229 | $26,765,968 | 12.81% |
| Lebenthal Global Advisors, LLC | 923,467 | $52,342,089 | 11.47% |
| Ergawealth Advisors, Inc. | 343,440 | $19,466,188 | 10.60% |
| Pacific Center for Financial Services | 651,624 | $36,934,027 | 10.35% |
| Mosley Wealth Management | 212,288 | $12,032,504 | 10.24% |