J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 1,040 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2024. The put-call ratio across all filers is 1.12 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,809 | -5.5% | 31,914 | -3.6% | 0.13% | -36.7% |
| Q1 2024 | $1,915 | -9.5% | 33,098 | +16.1% | 0.20% | -22.0% |
| Q4 2023 | $2,117 | -45.9% | 28,512 | -61.0% | 0.26% | -48.3% |
| Q3 2023 | $3,914 | -99.9% | 73,071 | -14.3% | 0.49% | -19.3% |
| Q2 2023 | $4,716,976 | +2.2% | 85,251 | +0.9% | 0.61% | -12.0% |
| Q1 2023 | $4,613,663 | +17.8% | 84,499 | +17.5% | 0.69% | +10.0% |
| Q4 2022 | $3,917,490 | +225.9% | 71,893 | +206.4% | 0.63% | +512.6% |
| Q3 2022 | $1,202,000 | +190.3% | 23,465 | +214.2% | 0.10% | +58.5% |
| Q2 2022 | $414,000 | +29.8% | 7,467 | +43.6% | 0.06% | +32.7% |
| Q1 2022 | $319,000 | – | 5,201 | – | 0.05% | – |
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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% |