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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $357,370 | -50.6% | 6,500 | -51.9% | 0.33% | -51.7% |
| Q3 2023 | $723,060 | -3.2% | 13,500 | 0.0% | 0.68% | +0.4% |
| Q2 2023 | $746,955 | -5.7% | 13,500 | -6.9% | 0.68% | -9.2% |
| Q1 2023 | $791,700 | +0.2% | 14,500 | 0.0% | 0.75% | -5.6% |
| Q4 2022 | $790,105 | -11.9% | 14,500 | -17.1% | 0.79% | -7.4% |
| Q3 2022 | $897,000 | +7.8% | 17,500 | +16.7% | 0.85% | +1.1% |
| Q2 2022 | $832,000 | +50.5% | 15,000 | +66.7% | 0.84% | +68.3% |
| Q1 2022 | $553,000 | +94.7% | 9,000 | +100.0% | 0.50% | +100.0% |
| Q4 2021 | $284,000 | +6.0% | 4,500 | 0.0% | 0.25% | +5.9% |
| Q3 2021 | $268,000 | +8833.3% | 4,500 | +8900.0% | 0.24% | +7800.0% |
| Q2 2021 | $3,000 | – | 50 | – | 0.00% | – |
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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% |