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 | $294,566 | -9.2% | 5,197 | -7.3% | 0.01% | +9.1% |
| Q1 2024 | $324,479 | -0.6% | 5,608 | -5.6% | 0.01% | -31.2% |
| Q4 2023 | $326,581 | -19.0% | 5,940 | -21.1% | 0.02% | -23.8% |
| Q3 2023 | $403,307 | -41.1% | 7,530 | -39.1% | 0.02% | -38.2% |
| Q2 2023 | $684,266 | -11.4% | 12,367 | -12.6% | 0.03% | -12.8% |
| Q1 2023 | $772,481 | +5.4% | 14,148 | +5.2% | 0.04% | +2.6% |
| Q4 2022 | $732,999 | +264.7% | 13,452 | +242.4% | 0.04% | +245.5% |
| Q3 2022 | $201,000 | -7.8% | 3,929 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $218,000 | +9.0% | 3,929 | +20.8% | 0.01% | +22.2% |
| Q1 2022 | $200,000 | – | 3,252 | – | 0.01% | – |
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% |