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 | $222,186 | -11.9% | 3,920 | -10.1% | 0.07% | -32.0% |
| Q1 2024 | $252,270 | +1.4% | 4,360 | -3.6% | 0.10% | -1.0% |
| Q4 2023 | $248,785 | -96.8% | 4,525 | -96.9% | 0.10% | -97.4% |
| Q3 2023 | $7,744,133 | -6.3% | 144,588 | -3.2% | 3.95% | +2.1% |
| Q2 2023 | $8,266,523 | -1.7% | 149,404 | -3.0% | 3.87% | -10.3% |
| Q1 2023 | $8,408,564 | -0.4% | 154,003 | -0.6% | 4.31% | +1.4% |
| Q4 2022 | $8,443,661 | +3.6% | 154,958 | -2.6% | 4.25% | +8.9% |
| Q3 2022 | $8,154,000 | -10.5% | 159,168 | -3.1% | 3.90% | +4.7% |
| Q2 2022 | $9,109,000 | -2.6% | 164,278 | +2.9% | 3.73% | +3.8% |
| Q1 2022 | $9,355,000 | -8.6% | 159,688 | -1.5% | 3.59% | -20.4% |
| Q4 2021 | $10,240,000 | +9.7% | 162,057 | +3.5% | 4.51% | -13.8% |
| Q3 2021 | $9,331,000 | – | 156,535 | – | 5.23% | – |
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% |