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 | $54,385,310 | +13.6% | 959,515 | +15.9% | 0.30% | -5.3% |
| Q1 2024 | $47,883,740 | +29.6% | 827,579 | +23.2% | 0.32% | +7.4% |
| Q4 2023 | $36,935,648 | +37.7% | 671,802 | +34.1% | 0.30% | +13.3% |
| Q3 2023 | $26,825,580 | +4.2% | 500,851 | +7.6% | 0.26% | +2.3% |
| Q2 2023 | $25,746,543 | -20.8% | 465,327 | -21.8% | 0.26% | -26.7% |
| Q1 2023 | $32,503,938 | +1.1% | 595,310 | +0.9% | 0.35% | +23.1% |
| Q4 2022 | $32,159,671 | -99.9% | 590,194 | -38.5% | 0.29% | +8.7% |
| Q3 2022 | $24,616,592,000 | +201114.6% | 960,070 | +335.2% | 0.26% | +108.7% |
| Q2 2022 | $12,234,000 | +30.9% | 220,628 | +44.9% | 0.13% | +29.9% |
| Q1 2022 | $9,347,000 | +36.5% | 152,226 | +40.5% | 0.10% | +40.6% |
| Q4 2021 | $6,846,000 | +45.8% | 108,345 | +37.6% | 0.07% | +46.8% |
| Q3 2021 | $4,694,000 | +84.8% | 78,739 | +87.8% | 0.05% | +62.1% |
| Q2 2021 | $2,540,000 | +175.8% | 41,929 | +164.5% | 0.03% | +141.7% |
| Q1 2021 | $921,000 | – | 15,850 | – | 0.01% | – |
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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% |