J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 389 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,596,090 | -15.7% | 151,660 | -14.0% | 0.21% | -16.9% |
| Q1 2024 | $10,200,083 | -52.1% | 176,289 | -54.5% | 0.25% | -55.1% |
| Q4 2023 | $21,294,759 | -25.2% | 387,127 | -27.2% | 0.57% | -31.1% |
| Q3 2023 | $28,475,389 | +3.1% | 531,654 | +6.5% | 0.82% | +6.5% |
| Q2 2023 | $27,621,457 | +7.1% | 499,213 | +5.7% | 0.77% | +2.1% |
| Q1 2023 | $25,796,699 | +7.5% | 472,467 | +7.4% | 0.76% | +2.0% |
| Q4 2022 | $23,994,554 | +30.8% | 439,831 | +22.8% | 0.74% | +17.6% |
| Q3 2022 | $18,349,000 | +9.5% | 358,172 | +18.6% | 0.63% | +13.9% |
| Q2 2022 | $16,752,000 | +87.2% | 302,109 | +107.3% | 0.55% | +115.6% |
| Q1 2022 | $8,949,000 | +42.8% | 145,745 | +46.9% | 0.26% | +44.6% |
| Q4 2021 | $6,269,000 | +95.5% | 99,209 | +84.5% | 0.18% | +55.3% |
| Q3 2021 | $3,206,000 | +4415.5% | 53,782 | +4496.8% | 0.11% | +3700.0% |
| Q2 2021 | $71,000 | – | 1,170 | – | 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% |