J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 742 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,548,696 | +170.9% | 821,254 | +176.5% | 1.04% | +161.9% |
| Q1 2024 | $17,183,989 | +0.6% | 296,993 | -4.4% | 0.40% | -3.4% |
| Q4 2023 | $17,084,563 | -73.8% | 310,741 | -74.5% | 0.41% | -76.0% |
| Q3 2023 | $65,158,143 | +0.2% | 1,216,545 | +3.5% | 1.72% | +2.7% |
| Q2 2023 | $65,039,785 | +47.7% | 1,175,489 | +45.7% | 1.68% | +39.5% |
| Q1 2023 | $44,049,234 | +0.6% | 806,763 | +0.4% | 1.20% | -13.0% |
| Q4 2022 | $43,779,999 | +4.9% | 803,450 | -1.4% | 1.38% | +8.2% |
| Q3 2022 | $41,732,000 | -8.7% | 814,594 | -1.2% | 1.28% | -4.4% |
| Q2 2022 | $45,729,000 | -9.0% | 824,698 | +0.8% | 1.34% | +3.4% |
| Q1 2022 | $50,251,000 | +4.2% | 818,424 | +7.2% | 1.29% | +5.6% |
| Q4 2021 | $48,244,000 | +19.9% | 763,482 | +13.1% | 1.22% | +8.5% |
| Q3 2021 | $40,240,000 | – | 675,049 | – | 1.13% | – |
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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% |