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 | $2,092,529 | +4.5% | 36,918 | +6.7% | 1.03% | +3.7% |
| Q1 2024 | $2,002,716 | -1.8% | 34,613 | -6.7% | 0.99% | -2.8% |
| Q4 2023 | $2,039,590 | -1.3% | 37,097 | -3.8% | 1.02% | +41.1% |
| Q3 2023 | $2,066,009 | -3.7% | 38,574 | -0.5% | 0.72% | -7.9% |
| Q2 2023 | $2,144,395 | +1.5% | 38,756 | +0.2% | 0.79% | -3.6% |
| Q1 2023 | $2,112,880 | +30.6% | 38,697 | +30.4% | 0.82% | +20.9% |
| Q4 2022 | $1,617,343 | -5.7% | 29,681 | -11.4% | 0.68% | -19.4% |
| Q3 2022 | $1,716,000 | -5.7% | 33,492 | +1.6% | 0.84% | -4.6% |
| Q2 2022 | $1,820,000 | -10.2% | 32,955 | -0.2% | 0.88% | -0.9% |
| Q1 2022 | $2,027,000 | +43.5% | 33,016 | +47.7% | 0.88% | +38.5% |
| Q4 2021 | $1,413,000 | +19.5% | 22,354 | +12.7% | 0.64% | +9.8% |
| Q3 2021 | $1,182,000 | +18.7% | 19,835 | +20.6% | 0.58% | +14.6% |
| Q2 2021 | $996,000 | +117.5% | 16,444 | +108.8% | 0.51% | +78.9% |
| Q1 2021 | $458,000 | – | 7,875 | – | 0.28% | – |
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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% |