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 | $170,371 | +3.7% | 3,005,845 | +5.9% | 4.55% | -1.8% |
| Q1 2024 | $164,286 | +31.9% | 2,839,375 | +25.3% | 4.63% | +18.5% |
| Q4 2023 | $124,577 | +2.7% | 2,265,881 | +0.1% | 3.91% | -9.1% |
| Q3 2023 | $121,278 | -1.6% | 2,264,357 | +1.7% | 4.30% | +7.1% |
| Q2 2023 | $123,191 | -99.7% | 2,226,472 | +177.4% | 4.02% | +159.5% |
| Q1 2023 | $43,822,123 | +126.8% | 802,603 | -1.5% | 1.55% | -64.7% |
| Q4 2022 | $19,317,826 | -60.2% | 814,658 | -11.3% | 4.38% | +140.8% |
| Q3 2022 | $48,592,000 | -77.3% | 918,402 | -76.2% | 1.82% | -77.3% |
| Q2 2022 | $213,990,000 | +34.4% | 3,859,162 | +48.8% | 8.04% | +57.5% |
| Q1 2022 | $159,252,000 | +2.4% | 2,593,676 | +5.4% | 5.10% | +5.3% |
| Q4 2021 | $155,458,000 | +74.1% | 2,460,186 | +64.2% | 4.84% | +62.7% |
| Q3 2021 | $89,295,000 | +163.1% | 1,497,998 | +167.3% | 2.98% | +335.2% |
| Q2 2021 | $33,946,000 | – | 560,455 | – | 0.68% | – |
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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% |