J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 330 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2021. The put-call ratio across all filers is 1.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,648,624 | -56.8% | 29,382 | -55.9% | 1.28% | -57.5% |
| Q1 2024 | $3,818,878 | +6.6% | 66,682 | +2.4% | 3.02% | +2.1% |
| Q4 2023 | $3,581,672 | +11.6% | 65,145 | +8.7% | 2.96% | +9.3% |
| Q3 2023 | $3,210,119 | -1.9% | 59,935 | +1.3% | 2.71% | +3.1% |
| Q2 2023 | $3,272,548 | +0.1% | 59,146 | -1.2% | 2.62% | -3.5% |
| Q1 2023 | $3,269,994 | +18.0% | 59,890 | +17.8% | 2.72% | +14.8% |
| Q4 2022 | $2,770,980 | +10.1% | 50,853 | +3.5% | 2.37% | +3.1% |
| Q3 2022 | $2,517,000 | +25.3% | 49,135 | +35.6% | 2.30% | +33.0% |
| Q2 2022 | $2,008,000 | +1.5% | 36,225 | +11.7% | 1.73% | +7.3% |
| Q1 2022 | $1,979,000 | +31.4% | 32,440 | +36.1% | 1.61% | +31.6% |
| Q4 2021 | $1,506,000 | – | 23,844 | – | 1.22% | – |
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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% |