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 | $5,179,906 | -0.3% | 91,389 | +1.7% | 0.18% | -13.7% |
| Q1 2024 | $5,197,704 | -27.3% | 89,832 | -31.0% | 0.20% | -35.0% |
| Q4 2023 | $7,154,027 | +1252.6% | 130,121 | +1217.7% | 0.31% | +1107.7% |
| Q3 2023 | $528,911 | -1.9% | 9,875 | +1.3% | 0.03% | -3.7% |
| Q2 2023 | $539,344 | +16.5% | 9,748 | +15.0% | 0.03% | +8.0% |
| Q1 2023 | $462,975 | +191.6% | 8,479 | +191.0% | 0.02% | +150.0% |
| Q4 2022 | $158,786 | -83.5% | 2,914 | -84.5% | 0.01% | -83.3% |
| Q3 2022 | $962,000 | -45.3% | 18,774 | -40.8% | 0.06% | -48.3% |
| Q2 2022 | $1,759,000 | +31.5% | 31,719 | +45.5% | 0.12% | +70.6% |
| Q1 2022 | $1,338,000 | – | 21,793 | – | 0.07% | – |
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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% |