J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 330 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,565,255 | +2.6% | 151,116 | +4.7% | 4.04% | -8.1% |
| Q1 2024 | $8,351,628 | +3.8% | 144,342 | -1.4% | 4.40% | -6.2% |
| Q4 2023 | $8,047,478 | +4.4% | 146,371 | +1.7% | 4.70% | -4.3% |
| Q3 2023 | $7,705,463 | -1.2% | 143,866 | +2.0% | 4.90% | -0.3% |
| Q2 2023 | $7,801,641 | +6.3% | 141,002 | +4.8% | 4.92% | -0.1% |
| Q1 2023 | $7,342,717 | +10.0% | 134,482 | +9.8% | 4.93% | +4.4% |
| Q4 2022 | $6,672,246 | +29.1% | 122,449 | +21.4% | 4.72% | +26.0% |
| Q3 2022 | $5,168,000 | +21.9% | 100,876 | +31.9% | 3.75% | +36.7% |
| Q2 2022 | $4,240,000 | +33.2% | 76,461 | +47.6% | 2.74% | +51.1% |
| Q1 2022 | $3,182,000 | +29.2% | 51,817 | +33.0% | 1.81% | +47.5% |
| Q4 2021 | $2,463,000 | +58.6% | 38,973 | +49.6% | 1.23% | +41.2% |
| Q3 2021 | $1,553,000 | – | 26,049 | – | 0.87% | – |
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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% |