J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 236 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2021. The put-call ratio across all filers is 10.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,223,747 | -2.9% | 21,590 | -0.9% | 0.43% | -7.3% |
| Q1 2024 | $1,260,854 | +31.8% | 21,791 | +25.2% | 0.47% | +20.4% |
| Q4 2023 | $956,951 | -9.7% | 17,405 | -12.0% | 0.39% | -16.0% |
| Q3 2023 | $1,059,722 | +0.4% | 19,786 | +3.7% | 0.46% | +2.0% |
| Q2 2023 | $1,055,306 | +19.1% | 19,073 | +17.6% | 0.45% | +11.0% |
| Q1 2023 | $885,834 | +1.9% | 16,224 | +1.7% | 0.41% | -3.1% |
| Q4 2022 | $869,212 | +20.7% | 15,952 | +13.6% | 0.42% | +11.1% |
| Q3 2022 | $720,000 | -8.0% | 14,047 | -0.6% | 0.38% | -4.3% |
| Q2 2022 | $783,000 | +8.4% | 14,125 | +20.1% | 0.40% | +24.9% |
| Q1 2022 | $722,000 | -1.8% | 11,760 | +1.1% | 0.32% | +1.3% |
| Q4 2021 | $735,000 | +40.5% | 11,631 | +32.6% | 0.31% | +38.5% |
| Q3 2021 | $523,000 | +85.5% | 8,772 | +88.4% | 0.23% | +89.9% |
| Q2 2021 | $282,000 | +4.4% | 4,655 | +0.3% | 0.12% | -4.8% |
| Q1 2021 | $270,000 | – | 4,642 | – | 0.12% | – |
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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% |