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 | $1,694,335 | -59.8% | 29,893 | -59.0% | 0.79% | -60.1% |
| Q1 2024 | $4,215,969 | +4.5% | 72,865 | -0.7% | 1.98% | -6.9% |
| Q4 2023 | $4,034,872 | +14.1% | 73,388 | +11.1% | 2.12% | -2.4% |
| Q3 2023 | $3,537,799 | +5.7% | 66,053 | +9.2% | 2.18% | +8.1% |
| Q2 2023 | $3,347,963 | +25.7% | 60,509 | +24.0% | 2.01% | +18.1% |
| Q1 2023 | $2,663,934 | +4.7% | 48,790 | +4.5% | 1.70% | -2.1% |
| Q4 2022 | $2,545,282 | +99.3% | 46,711 | +87.4% | 1.74% | +74.6% |
| Q3 2022 | $1,277,000 | +297.8% | 24,928 | +330.6% | 1.00% | +331.6% |
| Q2 2022 | $321,000 | -10.6% | 5,789 | -1.1% | 0.23% | +1.3% |
| Q1 2022 | $359,000 | -3.2% | 5,855 | -0.3% | 0.23% | 0.0% |
| Q4 2021 | $371,000 | +7.2% | 5,870 | +4.7% | 0.23% | +0.9% |
| Q3 2021 | $346,000 | – | 5,607 | – | 0.23% | – |
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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% |