J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 456 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $236,188 | -14.1% | 4,167 | -12.3% | 0.02% | -13.6% |
| Q1 2024 | $274,910 | +30.7% | 4,751 | +24.2% | 0.02% | +22.2% |
| Q4 2023 | $210,274 | +4.7% | 3,825 | +2.0% | 0.02% | -5.3% |
| Q3 2023 | $200,857 | -1.5% | 3,750 | +1.7% | 0.02% | +5.6% |
| Q2 2023 | $204,019 | +3.5% | 3,687 | +2.2% | 0.02% | -5.3% |
| Q1 2023 | $197,068 | +3.6% | 3,609 | +3.4% | 0.02% | 0.0% |
| Q4 2022 | $190,247 | +129.2% | 3,491 | +115.2% | 0.02% | +111.1% |
| Q3 2022 | $83,000 | +66.0% | 1,622 | +81.4% | 0.01% | +80.0% |
| Q2 2022 | $50,000 | +316.7% | 894 | +347.0% | 0.01% | +400.0% |
| Q1 2022 | $12,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | – | 200 | – | 0.00% | – |
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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% |