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 | $2,206,812 | -22.1% | 38,935 | -20.4% | 0.54% | -20.8% |
| Q1 2024 | $2,831,369 | -0.8% | 48,935 | -5.8% | 0.68% | -5.7% |
| Q4 2023 | $2,855,629 | -1.1% | 51,939 | -3.6% | 0.72% | -34.3% |
| Q3 2023 | $2,886,190 | +8.3% | 53,887 | +11.9% | 1.10% | +13.7% |
| Q2 2023 | $2,665,627 | +15.4% | 48,177 | +13.9% | 0.96% | +8.7% |
| Q1 2023 | $2,309,898 | +117.5% | 42,306 | +117.1% | 0.89% | +103.7% |
| Q4 2022 | $1,061,823 | +20.4% | 19,487 | +13.2% | 0.44% | +9.0% |
| Q3 2022 | $882,000 | -0.1% | 17,213 | +8.1% | 0.40% | +0.3% |
| Q2 2022 | $883,000 | -6.0% | 15,925 | +4.2% | 0.40% | +4.5% |
| Q1 2022 | $939,000 | +0.4% | 15,287 | +3.3% | 0.38% | -8.0% |
| Q4 2021 | $935,000 | – | 14,800 | – | 0.41% | – |
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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% |