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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,786,142 | +5.6% | 32,236 | +2.1% | 0.07% | -1.4% |
| Q3 2023 | $1,691,128 | -1.5% | 31,574 | +1.8% | 0.07% | +2.8% |
| Q2 2023 | $1,716,099 | +3.7% | 31,016 | +2.3% | 0.07% | -2.7% |
| Q1 2023 | $1,655,572 | +1.9% | 30,322 | +2.7% | 0.07% | -2.6% |
| Q4 2022 | $1,625,329 | +10.4% | 29,518 | +2.7% | 0.08% | -1.3% |
| Q3 2022 | $1,472,000 | -4.4% | 28,729 | +3.5% | 0.08% | -3.8% |
| Q2 2022 | $1,540,000 | -6.6% | 27,767 | +3.4% | 0.08% | +19.4% |
| Q1 2022 | $1,648,000 | – | 26,843 | – | 0.07% | – |
Download | ||||||
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% |