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 | $12,173,696 | +1.4% | 214,779 | +3.5% | 1.06% | +2.4% |
| Q1 2024 | $12,010,576 | +13.2% | 207,580 | +7.5% | 1.03% | +5.0% |
| Q4 2023 | $10,614,490 | +6.0% | 193,061 | +3.2% | 0.98% | -4.5% |
| Q3 2023 | $10,017,037 | +5.4% | 187,025 | +8.9% | 1.03% | +5.3% |
| Q2 2023 | $9,506,333 | +7.5% | 171,812 | +6.1% | 0.98% | +2.7% |
| Q1 2023 | $8,840,930 | +63.3% | 161,922 | +62.9% | 0.95% | +58.4% |
| Q4 2022 | $5,414,974 | +1.0% | 99,376 | -5.7% | 0.60% | -4.0% |
| Q3 2022 | $5,363,000 | +81.1% | 105,407 | +97.4% | 0.63% | +82.0% |
| Q2 2022 | $2,961,000 | +273.9% | 53,394 | +313.8% | 0.34% | +341.0% |
| Q1 2022 | $792,000 | – | 12,902 | – | 0.08% | – |
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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% |