J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 979 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,465,604 | +6.0% | 149,357 | +8.2% | 0.08% | +4.2% |
| Q1 2024 | $7,984,057 | +30.6% | 137,989 | +24.1% | 0.07% | +20.0% |
| Q4 2023 | $6,113,566 | +66.1% | 111,196 | +61.8% | 0.06% | +50.0% |
| Q3 2023 | $3,681,137 | +86.6% | 68,729 | +92.8% | 0.04% | +90.5% |
| Q2 2023 | $1,972,340 | +24.0% | 35,646 | +22.3% | 0.02% | +16.7% |
| Q1 2023 | $1,591,221 | +51.1% | 29,143 | +50.8% | 0.02% | +50.0% |
| Q4 2022 | $1,053,416 | – | 19,332 | – | 0.01% | – |
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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% |