J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 842 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $45,707,555 | +1.4% | 806,414 | +3.5% | 0.33% | -18.5% |
| Q1 2024 | $45,098,520 | +20.2% | 779,442 | +14.2% | 0.40% | +7.5% |
| Q4 2023 | $37,516,369 | +24.4% | 682,364 | +21.2% | 0.37% | +10.1% |
| Q3 2023 | $30,157,680 | +221.0% | 563,064 | +231.6% | 0.34% | +215.9% |
| Q2 2023 | $9,396,102 | +17.4% | 169,819 | +15.9% | 0.11% | +9.2% |
| Q1 2023 | $8,000,855 | +25.4% | 146,536 | +25.2% | 0.10% | +15.3% |
| Q4 2022 | $6,378,983 | +64.4% | 117,067 | +54.6% | 0.08% | +41.7% |
| Q3 2022 | $3,879,000 | +60.2% | 75,721 | +73.4% | 0.06% | +66.7% |
| Q2 2022 | $2,421,000 | +132.3% | 43,661 | +156.9% | 0.04% | +157.1% |
| Q1 2022 | $1,042,000 | +67.8% | 16,993 | +73.0% | 0.01% | +55.6% |
| Q4 2021 | $621,000 | +174.8% | 9,820 | +159.8% | 0.01% | +125.0% |
| Q3 2021 | $226,000 | – | 3,780 | – | 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% |